# Monona State Bank 401(k) Plan
Source: https://planprovider.pro/companies/monona-state-bank-401k-plan

> Monona State Bank's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Monona State Bank

- **Sponsor EIN:** 391701359

- **Sponsor Address:** 610 W. MAIN STREET, WAUNAKEE, WI, 53597

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 2023|117|$2.9M|$0|$0|

| 2022|153|$26.3M|$936,780|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LPL FINANCIAL LLC|BROKER/ADVISER|—|$7,894|$7,894|

| NATIONAL ADMINISTRATION INC|ADMINISTRATION|—|$6,000|$6,000|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — BROKER/ADVISER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,894

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|$48,593|—|$48,593|—|—|

| 2022|$114,757|—|$114,757|—|—|

## Similar Plans

- [Premier Community Bank](https://planprovider.pro/companies/premier-community-bank-401k-plan) — 117 participants

- [The Stephenson National Bank & Trust](https://planprovider.pro/companies/the-stephenson-national-bank-trust-401k-plan) — 114 participants

- [Community First Bank](https://planprovider.pro/companies/community-first-bank-401k-plan-002-6540) — 112 participants

- [Port Washington State Bank](https://planprovider.pro/companies/port-washington-state-bank-401k-plan) — 111 participants

- [The Stephenson National Bank & Trust](https://planprovider.pro/companies/the-stephenson-national-bank-trust-plan) — 111 participants

- [Security Financial Bank](https://planprovider.pro/companies/security-financial-bank-401k-plan) — 130 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monona-state-bank-401k-plan)

© 2026 PlanProvider.Pro