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MONONA BANK 401(K) SAVINGS PLAN 401k Plan overview

Plan NameMONONA BANK 401(K) SAVINGS PLAN
Plan identification number 001

MONONA BANK 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

MONONA BANK has sponsored the creation of one or more 401k plans.

Company Name:MONONA BANK
Employer identification number (EIN):391701359
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONONA BANK 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KARI DAVIS
0012023-01-01
0012023-01-01KARI DAVIS
0012023-01-01KARI DAVIS
0012022-01-01
0012022-01-01MICHELE BALDWIN
0012021-01-01
0012021-01-01MICHELE BALDWIN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELE BALDWIN
0012016-01-01MICHELE BALDWIN
0012015-01-01
0012014-01-01MICHELE BALDWIN
0012013-01-01MICHELE BALDWIN
0012012-01-01TIMOTHY J. RYAN
0012011-01-01TIMOTHY J. RYAN2012-09-28
0012010-01-01TIMOTHY J. RYAN2011-05-20

Financial Data on MONONA BANK 401(K) SAVINGS PLAN

Measure Date Value
2023 : MONONA BANK 401(K) SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$135,777
Total unrealized appreciation/depreciation of assets2023-12-31$135,777
Total transfer of assets from this plan2023-12-31$22,550,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$976,185
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,748,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,699,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$2,931,885
Value of total assets at beginning of year2023-12-31$26,255,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,593
Total interest from all sources2023-12-31$28,192
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$33,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$8,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$7,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$36,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$11,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$1,188,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-772,388
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,931,885
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$26,255,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,143,755
Interest earned on other investments2023-12-31$25,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$48,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$48,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$94,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-410,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$2,920,579
Assets. Invements in employer securities at beginning of year2023-12-31$3,542,483
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$418,062
Income. Dividends from common stock2023-12-31$33,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,663,844
Contract administrator fees2023-12-31$48,593
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLC
Accountancy firm EIN2023-12-31390758449
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$135,777
Total unrealized appreciation/depreciation of assets2023-01-01$135,777
Total transfer of assets from this plan2023-01-01$22,550,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$928,846
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,712,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,663,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$2,920,682
Value of total assets at beginning of year2023-01-01$26,255,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$48,593
Total interest from all sources2023-01-01$28,192
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$61,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$8,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$0
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$7,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$36,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$1,113,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-783,591
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,920,682
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$26,255,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$22,143,755
Interest earned on other investments2023-01-01$25,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$2,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$94,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$-410,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$2,920,579
Assets. Invements in employer securities at beginning of year2023-01-01$3,542,483
Contributions received in cash from employer2023-01-01$0
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$418,062
Income. Dividends from common stock2023-01-01$61,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,663,844
Contract administrator fees2023-01-01$48,593
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01WIPFLI LLP
Accountancy firm EIN2023-01-01390758449
2022 : MONONA BANK 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,127,188
Total of all expenses incurred2022-12-31$5,869,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,755,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,078,124
Value of total assets at end of year2022-12-31$26,255,107
Value of total assets at beginning of year2022-12-31$34,252,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$114,757
Total interest from all sources2022-12-31$36,920
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$594,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$508,911
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$8,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,113,277
Participant contributions at end of year2022-12-31$7,083
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,067
Other income not declared elsewhere2022-12-31$26,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,997,133
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,255,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,252,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,143,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,998,819
Interest earned on other investments2022-12-31$36,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$48,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$94,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,228,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,863,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$3,542,483
Assets. Invements in employer securities at beginning of year2022-12-31$3,417,244
Contributions received in cash from employer2022-12-31$936,780
Employer contributions (assets) at end of year2022-12-31$418,062
Employer contributions (assets) at beginning of year2022-12-31$597,551
Income. Dividends from common stock2022-12-31$86,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,755,188
Contract administrator fees2022-12-31$114,757
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLC
Accountancy firm EIN2022-12-31390758449
Total income from all sources (including contributions)2022-01-01$-2,127,188
Total of all expenses incurred2022-01-01$5,869,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,755,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,078,124
Value of total assets at end of year2022-01-01$26,255,107
Value of total assets at beginning of year2022-01-01$34,252,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$114,757
Total interest from all sources2022-01-01$36,920
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$594,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$508,911
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$8,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,113,277
Participant contributions at end of year2022-01-01$7,083
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$28,067
Other income not declared elsewhere2022-01-01$26,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-7,997,133
Value of net assets at end of year (total assets less liabilities)2022-01-01$26,255,107
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$34,252,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$22,143,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$27,998,819
Interest earned on other investments2022-01-01$36,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$48,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$94,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,228,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,863,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$3,542,483
Assets. Invements in employer securities at beginning of year2022-01-01$3,417,244
Contributions received in cash from employer2022-01-01$936,780
Employer contributions (assets) at end of year2022-01-01$418,062
Employer contributions (assets) at beginning of year2022-01-01$597,551
Income. Dividends from common stock2022-01-01$86,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,755,188
Contract administrator fees2022-01-01$114,757
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WIPFLI LLC
Accountancy firm EIN2022-01-01390758449
2021 : MONONA BANK 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,284,817
Total of all expenses incurred2021-12-31$577,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$518,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,335,774
Value of total assets at end of year2021-12-31$34,252,240
Value of total assets at beginning of year2021-12-31$28,545,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,785
Total interest from all sources2021-12-31$31,241
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$989,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$916,565
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,098,859
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$151,773
Other income not declared elsewhere2021-12-31$41,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,706,950
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,252,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,545,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,998,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,514,735
Interest earned on other investments2021-12-31$31,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,228,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,310,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,886,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$3,417,244
Assets. Invements in employer securities at beginning of year2021-12-31$3,149,014
Contributions received in cash from employer2021-12-31$1,085,142
Employer contributions (assets) at end of year2021-12-31$597,551
Employer contributions (assets) at beginning of year2021-12-31$566,723
Income. Dividends from common stock2021-12-31$73,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$518,082
Contract administrator fees2021-12-31$59,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : MONONA BANK 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,489,326
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$407,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$393,230
Value of total corrective distributions2020-12-31$5,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,346,706
Value of total assets at end of year2020-12-31$28,545,290
Value of total assets at beginning of year2020-12-31$23,463,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,775
Total interest from all sources2020-12-31$15,975
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,187,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,126,741
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,052,867
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$266,335
Other income not declared elsewhere2020-12-31$30,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,081,446
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,545,290
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,463,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,514,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,183,121
Interest earned on other investments2020-12-31$15,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,310,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,030,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,908,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$3,149,014
Assets. Invements in employer securities at beginning of year2020-12-31$2,802,919
Contributions received in cash from employer2020-12-31$1,027,504
Employer contributions (assets) at end of year2020-12-31$566,723
Employer contributions (assets) at beginning of year2020-12-31$444,744
Income. Dividends from common stock2020-12-31$60,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$393,230
Contract administrator fees2020-12-31$8,775
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : MONONA BANK 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,594,978
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$886,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$870,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,701,604
Value of total assets at end of year2019-12-31$23,463,844
Value of total assets at beginning of year2019-12-31$18,755,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,102
Total interest from all sources2019-12-31$12,253
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,241,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,181,240
Administrative expenses professional fees incurred2019-12-31$16,102
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$872,664
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,449
Other income not declared elsewhere2019-12-31$21,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,708,319
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,463,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,755,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,183,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,876,525
Interest earned on other investments2019-12-31$12,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,030,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,092,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,618,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,802,919
Assets. Invements in employer securities at beginning of year2019-12-31$2,376,471
Contributions received in cash from employer2019-12-31$816,491
Employer contributions (assets) at end of year2019-12-31$444,744
Employer contributions (assets) at beginning of year2019-12-31$407,452
Income. Dividends from common stock2019-12-31$59,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$870,557
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : MONONA BANK 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,191,456
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$287,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$278,373
Value of total corrective distributions2018-12-31$7,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,362,109
Value of total assets at end of year2018-12-31$18,755,525
Value of total assets at beginning of year2018-12-31$17,851,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,069
Total interest from all sources2018-12-31$12,592
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,287,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,238,277
Administrative expenses professional fees incurred2018-12-31$1,069
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$793,594
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$30,655
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$821,775
Other income not declared elsewhere2018-12-31$11,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$904,384
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,755,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,851,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,876,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,826,862
Interest earned on other investments2018-12-31$12,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,092,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,208,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,481,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$2,376,471
Assets. Invements in employer securities at beginning of year2018-12-31$2,375,978
Contributions received in cash from employer2018-12-31$746,740
Employer contributions (assets) at end of year2018-12-31$407,452
Employer contributions (assets) at beginning of year2018-12-31$406,555
Income. Dividends from common stock2018-12-31$48,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$278,373
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : MONONA BANK 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$4,145,345
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,758,778
Expenses. Total of all expenses incurred2017-12-31$141,309
Benefits paid (including direct rollovers)2017-12-31$126,578
Total plan assets at end of year2017-12-31$17,851,141
Total plan assets at beginning of year2017-12-31$10,088,327
Value of fidelity bond covering the plan2017-12-31$7,000,000
Total contributions received or receivable from participants2017-12-31$756,897
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$76,647
Other income received2017-12-31$2,209,651
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$3,617,469
Net plan assets at end of year (total assets less liabilities)2017-12-31$17,851,141
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,088,327
Assets. Value of employer securities2017-12-31$2,375,978
Total contributions received or receivable from employer(s)2017-12-31$715,583
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$16,650
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-1,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MONONA BANK 401(K) SAVINGS PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,769,790
Expenses. Total of all expenses incurred2016-12-31$270,575
Benefits paid (including direct rollovers)2016-12-31$263,817
Total plan assets at end of year2016-12-31$10,088,327
Total plan assets at beginning of year2016-12-31$8,589,112
Value of fidelity bond covering the plan2016-12-31$4,000,000
Total contributions received or receivable from participants2016-12-31$461,415
Contributions received from other sources (not participants or employers)2016-12-31$109,032
Other income received2016-12-31$775,227
Net income (gross income less expenses)2016-12-31$1,499,215
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,088,327
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,589,112
Assets. Value of employer securities2016-12-31$1,736,410
Total contributions received or receivable from employer(s)2016-12-31$424,116
Value of corrective distributions2016-12-31$5,386
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MONONA BANK 401(K) SAVINGS PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,067,670
Expenses. Total of all expenses incurred2015-12-31$297,879
Benefits paid (including direct rollovers)2015-12-31$296,258
Total plan assets at end of year2015-12-31$8,589,112
Total plan assets at beginning of year2015-12-31$7,819,321
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$419,098
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$209,305
Other income received2015-12-31$75,565
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$769,791
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,589,112
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,819,321
Assets. Value of employer securities2015-12-31$1,531,081
Total contributions received or receivable from employer(s)2015-12-31$363,702
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MONONA BANK 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,063,797
Expenses. Total of all expenses incurred2014-12-31$217,675
Benefits paid (including direct rollovers)2014-12-31$216,670
Total plan assets at end of year2014-12-31$7,819,321
Total plan assets at beginning of year2014-12-31$6,973,199
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$336,975
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$27,852
Other income received2014-12-31$329,027
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$846,122
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,819,321
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,973,199
Assets. Value of employer securities2014-12-31$1,328,754
Total contributions received or receivable from employer(s)2014-12-31$369,943
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MONONA BANK 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,712,429
Expenses. Total of all expenses incurred2013-12-31$144,148
Benefits paid (including direct rollovers)2013-12-31$138,480
Total plan assets at end of year2013-12-31$6,973,199
Total plan assets at beginning of year2013-12-31$5,404,918
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$324,213
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$42,918
Other income received2013-12-31$1,006,056
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,568,281
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,973,199
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,404,918
Assets. Value of employer securities2013-12-31$1,208,941
Total contributions received or receivable from employer(s)2013-12-31$339,242
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MONONA BANK 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,098,725
Expenses. Total of all expenses incurred2012-12-31$298,258
Benefits paid (including direct rollovers)2012-12-31$292,925
Total plan assets at end of year2012-12-31$5,404,918
Total plan assets at beginning of year2012-12-31$4,604,451
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$310,733
Contributions received from other sources (not participants or employers)2012-12-31$2,665
Other income received2012-12-31$512,190
Net income (gross income less expenses)2012-12-31$800,467
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,404,918
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,604,451
Assets. Value of employer securities2012-12-31$1,027,445
Total contributions received or receivable from employer(s)2012-12-31$273,137
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for MONONA BANK 401(K) SAVINGS PLAN

2023: MONONA BANK 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MONONA BANK 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONONA BANK 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONONA BANK 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONONA BANK 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONONA BANK 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONONA BANK 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONONA BANK 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONONA BANK 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONONA BANK 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONONA BANK 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONONA BANK 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861006
Policy instance 1
Insurance contract or identification number861006
Number of Individuals Covered211
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861006
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373284-01
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861006
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373284-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373284-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373284-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373284-01
Policy instance 1

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