· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEKOOSA PORT EDWARDS STATE BANK — NEKOOSA PORT EDWARDS STATE BANK RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708111151NAL0011065506001
NEKOOSA PORT EDWARDS STATE BANK
Form 5500-SF
FILING_RECEIVED
NEKOOSA PORT EDWARDS STATE BANK RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
23
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEKOOSA PORT EDWARDS STATE BANK
.
Find decision makers
Plan sponsor
Name
NEKOOSA PORT EDWARDS STATE BANK
EIN
39-0497040
Address
405 MARKET STREET, PO BOX 9 · NEKOOSA, WI · 54457
Phone
(715) 886-3104
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
OAKWOOD BANK
OAKWOOD BANK 401(K) PLAN
$1.2M · 15 participants
MINERS & MERCHANTS BANK
MINERS & MERCHANTS BANK 401(K) PLAN
$1.2M · 29 participants
COMMUNITY STATE BANK
COMMUNITY STATE BANK 401(K) PLAN
$1.2M · 31 participants
THE TWIN VALLEY BANK
THE TWIN VALLEY BANK SAVINGS & RETIREMENT PLAN
$1.2M · 26 participants
FARMERS BUILDING AND SAVINGS BANK
FARMERS BLDG AND SAVINGS BANK PLAN
$1.2M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STATE BANK OF TAUNTON
STATE BANK OF TAUNTON 401(K) PROFIT SHARING PLAN
$1.2M · 10 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
