401k Plan data: ICSO 401K SAVINGS PLAN plan

ICSO 401K SAVINGS PLAN 401k Plan overview

Plan Name	ICSO 401K SAVINGS PLAN
Plan identification number	002

ICSO 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WISCONSIN INSURANCE PLAN has sponsored the creation of one or more 401k plans.

Company Name: WISCONSIN INSURANCE PLAN

Employer identification number (EIN): 391125929

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ICSO 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 CHARLES P. KWOLEK 2021-05-19 KATE CARTAGENA 2021-04-20
002 2019-01-01 CHARLES P. KWOLEK 2020-09-09 KATE MANNA 2020-06-16
002 2018-01-01 CHARLES P. KWOLEK JR. 2019-07-10 KATE MANNA 2019-06-06
002 2017-01-01 CHARLES P. KWOLEK JR. 2018-06-27 KATE MANNA 2018-06-26
002 2016-01-01 CHARLES P. KWOLEK, JR. 2017-07-12 KATE MANNA 2017-06-21
002 2014-01-01 CHARLES P. KWOLEK, JR. 2015-09-02 KATE MANNA 2015-09-01
002 2013-01-01 CHARLES KWOLEK 2014-06-12 KATE MANNA 2014-05-21
002 2012-01-01 CHARLES P. KWOLEK, JR. 2013-08-29 STEPHANIE CROUSE 2013-08-29
002 2011-01-01 CHARLES P. KWOLEK, JR. 2012-09-14 STEPHANIE CROUSE 2012-07-31
002 2010-01-01 JOHN K GOLEMBESKI 2011-06-08 THOMAS P ROEDER 2011-05-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	CHARLES P. KWOLEK	2021-05-19	KATE CARTAGENA	2021-04-20
002	2019-01-01	CHARLES P. KWOLEK	2020-09-09	KATE MANNA	2020-06-16
002	2018-01-01	CHARLES P. KWOLEK JR.	2019-07-10	KATE MANNA	2019-06-06
002	2017-01-01	CHARLES P. KWOLEK JR.	2018-06-27	KATE MANNA	2018-06-26
002	2016-01-01	CHARLES P. KWOLEK, JR.	2017-07-12	KATE MANNA	2017-06-21
002	2014-01-01	CHARLES P. KWOLEK, JR.	2015-09-02	KATE MANNA	2015-09-01
002	2013-01-01	CHARLES KWOLEK	2014-06-12	KATE MANNA	2014-05-21
002	2012-01-01	CHARLES P. KWOLEK, JR.	2013-08-29	STEPHANIE CROUSE	2013-08-29
002	2011-01-01	CHARLES P. KWOLEK, JR.	2012-09-14	STEPHANIE CROUSE	2012-07-31
002	2010-01-01	JOHN K GOLEMBESKI	2011-06-08	THOMAS P ROEDER	2011-05-26

Plan Statistics for ICSO 401K SAVINGS PLAN

401k plan membership statisitcs for ICSO 401K SAVINGS PLAN

Measure Date Value
2025: ICSO 401K SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-11 5
Total number of particpants at end of year 2025-06-11 4
Number of Participants With Account Balances 2025-06-11 4
2024: ICSO 401K SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-08 5
Total number of particpants at end of year 2024-07-08 5
Number of Participants With Account Balances 2024-07-08 5

Measure	Date	Value
2025: ICSO 401K SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-11	5
Total number of particpants at end of year	2025-06-11	4
Number of Participants With Account Balances	2025-06-11	4
2024: ICSO 401K SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-08	5
Total number of particpants at end of year	2024-07-08	5
Number of Participants With Account Balances	2024-07-08	5

Financial Data on ICSO 401K SAVINGS PLAN

Measure	Date	Value
2025 : ICSO 401K SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-11	208997
Net assets as of the end of the plan year	2025-06-11	438331
Total assets as of the beginning of the plan year	2025-06-11	517241
Value of plan covered by a fidelity bond	2025-06-11	500000
Participant contributions to plan in this plan year	2025-06-11	17206
Value of participant loans at end of plan year	2025-06-11	11416
Other expenses paid from plan in this plan year	2025-06-11	990
Other income to plan in this plan year	2025-06-11	84222
Plan net income in this plan year	2025-06-11	-78910
Net assets as of the end of the plan year	2025-06-11	438331
Net assets as of the beginning of the plan year	2025-06-11	517241
Employer contributions to plan in this plan year	2025-06-11	28659
2024 : ICSO 401K SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-08	12682
Net assets as of the end of the plan year	2024-07-08	517241
Total assets as of the beginning of the plan year	2024-07-08	402611
Value of plan covered by a fidelity bond	2024-07-08	500000
Participant contributions to plan in this plan year	2024-07-08	20727
Value of participant loans at end of plan year	2024-07-08	15176
Other expenses paid from plan in this plan year	2024-07-08	944
Other income to plan in this plan year	2024-07-08	81172
Plan net income in this plan year	2024-07-08	114630
Net assets as of the end of the plan year	2024-07-08	517241
Net assets as of the beginning of the plan year	2024-07-08	402611
Employer contributions to plan in this plan year	2024-07-08	25413

Potentially related plans

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Company Name:	WISCONSIN INSURANCE PLAN
Employer identification number (EIN):	391125929
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds