OpenERISAForm 5500 plan search

Waukesha State Bank

Waukesha, WI, 531870648

EIN 39-0734270

Plans: 7
Total participants: 4,150
Filing years: 2024, 2023, 2022, 2021, 2020
NAICS: 522110

Plan sponsors in Wisconsin Finance & Insurance

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2024	Form 5500	002	Waukesha State Bank Employees' 401(K) Profit Sharing Plan	374
2024	Form 5500	003	Waukesha State Bank Employee Stock Ownership Plan	272
2024	Form 5500	517	Waukesha State Bank Benefit Welfare Plan	281
2023	Form 5500	002	Waukesha State Bank Employees' 401(K) Profit Sharing Plan	304
2023	Form 5500	003	Waukesha State Bank Employee Stock Ownership Plan	266
2023	Form 5500	517	Waukesha State Bank Benefit Welfare Plan	269
2022	Form 5500	002	Waukesha State Bank Employees' 401(K) Profit Sharing Plan	305
2022	Form 5500	003	Waukesha State Bank Employee Stock Ownership Plan	268
2022	Form 5500	517	Waukesha State Bank Benefit Welfare Plan	281
2021	Form 5500	002	Waukesha State Bank Employees' 401(K) Profit Sharing Plan	311
2021	Form 5500	003	Waukesha State Bank Employee Stock Ownership Plan	264
2021	Form 5500	514	Waukesha State Bank Vision Plan	120
2021	Form 5500	517	Waukesha State Bank Benefit Welfare Plan	267
2020	Form 5500	002	Waukesha State Bank Employees' 401(K) Profit Sharing Plan	299
2020	Form 5500	003	Waukesha State Bank Employee Stock Ownership Plan	269
2020	Form 5500	505	Waukesha State Bank Long Term Disability Income Plan	0
2020	Form 5500	512	Waukesha State Bank Life And Ad&D Plan	0
2020	Form 5500	513	Waukesha State Bank Voluntary Life Plan	0
2020	Form 5500	514	Waukesha State Bank Vision Plan	0

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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