PARTNERS BANK OF WISCONSIN
Plan context: Spencer State Bank 401K Plan
EIN 39-0626650 • Marshfield, WI • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
48
2024 Assets
$5,851,231
2024 Contributions
$317,239
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 48 | $5,851,231 | $317,239 | $6,609iApproximate average salary by contribution assumption: employee only about $165,229 at 4% or $110,152 at 6%; with 50% employer match about $110,152 at 4% or $73,435 at 6%; with 100% employer match about $82,614 at 4% or $55,076 at 6%. |
| Spencer State Bank 401K Plan | - | 48 | $5,851,231 | $317,239 | $6,609iApproximate average salary by contribution assumption: employee only about $165,229 at 4% or $110,152 at 6%; with 50% employer match about $110,152 at 4% or $73,435 at 6%; with 100% employer match about $82,614 at 4% or $55,076 at 6%. |
| 2023 | 1 | 47 | $5,082,882 | $297,882 | $6,338iApproximate average salary by contribution assumption: employee only about $158,448 at 4% or $105,632 at 6%; with 50% employer match about $105,632 at 4% or $70,421 at 6%; with 100% employer match about $79,224 at 4% or $52,816 at 6%. |
| Spencer State Bank 401K Plan | - | 47 | $5,082,882 | $297,882 | $6,338iApproximate average salary by contribution assumption: employee only about $158,448 at 4% or $105,632 at 6%; with 50% employer match about $105,632 at 4% or $70,421 at 6%; with 100% employer match about $79,224 at 4% or $52,816 at 6%. |
| 2022 | 1 | 48 | $4,773,591 | $295,325 | $6,153iApproximate average salary by contribution assumption: employee only about $153,815 at 4% or $102,543 at 6%; with 50% employer match about $102,543 at 4% or $68,362 at 6%; with 100% employer match about $76,908 at 4% or $51,272 at 6%. |
| Spencer State Bank 401K Plan | - | 48 | $4,773,591 | $295,325 | $6,153iApproximate average salary by contribution assumption: employee only about $153,815 at 4% or $102,543 at 6%; with 50% employer match about $102,543 at 4% or $68,362 at 6%; with 100% employer match about $76,908 at 4% or $51,272 at 6%. |
| 2021 | 1 | 45 | $6,167,952 | $293,615 | $6,525iApproximate average salary by contribution assumption: employee only about $163,119 at 4% or $108,746 at 6%; with 50% employer match about $108,746 at 4% or $72,498 at 6%; with 100% employer match about $81,560 at 4% or $54,373 at 6%. |
| Spencer State Bank 401K Plan | - | 45 | $6,167,952 | $293,615 | $6,525iApproximate average salary by contribution assumption: employee only about $163,119 at 4% or $108,746 at 6%; with 50% employer match about $108,746 at 4% or $72,498 at 6%; with 100% employer match about $81,560 at 4% or $54,373 at 6%. |
| 2020 | 1 | 43 | $5,241,828 | $327,123 | $7,608iApproximate average salary by contribution assumption: employee only about $190,188 at 4% or $126,792 at 6%; with 50% employer match about $126,792 at 4% or $84,528 at 6%; with 100% employer match about $95,094 at 4% or $63,396 at 6%. |
| Spencer State Bank 401K Plan | - | 43 | $5,241,828 | $327,123 | $7,608iApproximate average salary by contribution assumption: employee only about $190,188 at 4% or $126,792 at 6%; with 50% employer match about $126,792 at 4% or $84,528 at 6%; with 100% employer match about $95,094 at 4% or $63,396 at 6%. |
| 2019 | 1 | 43 | $4,313,533 | $294,403 | $6,847iApproximate average salary by contribution assumption: employee only about $171,165 at 4% or $114,110 at 6%; with 50% employer match about $114,110 at 4% or $76,073 at 6%; with 100% employer match about $85,582 at 4% or $57,055 at 6%. |
| Spencer State Bank 401K Plan | - | 43 | $4,313,533 | $294,403 | $6,847iApproximate average salary by contribution assumption: employee only about $171,165 at 4% or $114,110 at 6%; with 50% employer match about $114,110 at 4% or $76,073 at 6%; with 100% employer match about $85,582 at 4% or $57,055 at 6%. |
| 2018 | 1 | 39 | $4,529,466 | $612,110 | $15,695iApproximate average salary by contribution assumption: employee only about $392,378 at 4% or $261,585 at 6%; with 50% employer match about $261,585 at 4% or $174,390 at 6%; with 100% employer match about $196,189 at 4% or $130,793 at 6%. |
| Spencer State Bank 401K Plan | - | 39 | $4,529,466 | $612,110 | $15,695iApproximate average salary by contribution assumption: employee only about $392,378 at 4% or $261,585 at 6%; with 50% employer match about $261,585 at 4% or $174,390 at 6%; with 100% employer match about $196,189 at 4% or $130,793 at 6%. |
| 2017 | 1 | 21 | $2,052,842 | $105,333 | $5,016iApproximate average salary by contribution assumption: employee only about $125,396 at 4% or $83,598 at 6%; with 50% employer match about $83,598 at 4% or $55,732 at 6%; with 100% employer match about $62,698 at 4% or $41,799 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $2,052,842 | $105,333 | $5,016iApproximate average salary by contribution assumption: employee only about $125,396 at 4% or $83,598 at 6%; with 50% employer match about $83,598 at 4% or $55,732 at 6%; with 100% employer match about $62,698 at 4% or $41,799 at 6%. |
| 2016 | 1 | 23 | $1,827,281 | $105,630 | $4,593iApproximate average salary by contribution assumption: employee only about $114,815 at 4% or $76,543 at 6%; with 50% employer match about $76,543 at 4% or $51,029 at 6%; with 100% employer match about $57,408 at 4% or $38,272 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $1,827,281 | $105,630 | $4,593iApproximate average salary by contribution assumption: employee only about $114,815 at 4% or $76,543 at 6%; with 50% employer match about $76,543 at 4% or $51,029 at 6%; with 100% employer match about $57,408 at 4% or $38,272 at 6%. |
| 2015 | 1 | 23 | $1,713,855 | $327,463 | $14,238iApproximate average salary by contribution assumption: employee only about $355,938 at 4% or $237,292 at 6%; with 50% employer match about $237,292 at 4% or $158,195 at 6%; with 100% employer match about $177,969 at 4% or $118,646 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $1,713,855 | $327,463 | $14,238iApproximate average salary by contribution assumption: employee only about $355,938 at 4% or $237,292 at 6%; with 50% employer match about $237,292 at 4% or $158,195 at 6%; with 100% employer match about $177,969 at 4% or $118,646 at 6%. |
| 2014 | 1 | 24 | $1,512,373 | $105,905 | $4,413iApproximate average salary by contribution assumption: employee only about $110,318 at 4% or $73,545 at 6%; with 50% employer match about $73,545 at 4% or $49,030 at 6%; with 100% employer match about $55,159 at 4% or $36,773 at 6%. |
| Spencer State Bank 401K Plan | - | 24 | $1,512,373 | $105,905 | $4,413iApproximate average salary by contribution assumption: employee only about $110,318 at 4% or $73,545 at 6%; with 50% employer match about $73,545 at 4% or $49,030 at 6%; with 100% employer match about $55,159 at 4% or $36,773 at 6%. |
| 2013 | 1 | 21 | $1,450,523 | $552,235 | $26,297iApproximate average salary by contribution assumption: employee only about $657,423 at 4% or $438,282 at 6%; with 50% employer match about $438,282 at 4% or $292,188 at 6%; with 100% employer match about $328,711 at 4% or $219,141 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $1,450,523 | $552,235 | $26,297iApproximate average salary by contribution assumption: employee only about $657,423 at 4% or $438,282 at 6%; with 50% employer match about $438,282 at 4% or $292,188 at 6%; with 100% employer match about $328,711 at 4% or $219,141 at 6%. |
| 2012 | 1 | 21 | $703,971 | $104,694 | $4,985iApproximate average salary by contribution assumption: employee only about $124,636 at 4% or $83,090 at 6%; with 50% employer match about $83,090 at 4% or $55,394 at 6%; with 100% employer match about $62,318 at 4% or $41,545 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $703,971 | $104,694 | $4,985iApproximate average salary by contribution assumption: employee only about $124,636 at 4% or $83,090 at 6%; with 50% employer match about $83,090 at 4% or $55,394 at 6%; with 100% employer match about $62,318 at 4% or $41,545 at 6%. |
| 2011 | 1 | 22 | $647,258 | $106,557 | $4,844iApproximate average salary by contribution assumption: employee only about $121,088 at 4% or $80,725 at 6%; with 50% employer match about $80,725 at 4% or $53,817 at 6%; with 100% employer match about $60,544 at 4% or $40,363 at 6%. |
| Spencer State Bank 401K Plan | - | 22 | $647,258 | $106,557 | $4,844iApproximate average salary by contribution assumption: employee only about $121,088 at 4% or $80,725 at 6%; with 50% employer match about $80,725 at 4% or $53,817 at 6%; with 100% employer match about $60,544 at 4% or $40,363 at 6%. |
| 2010 | 1 | 24 | $809,410 | $125,159 | $5,215iApproximate average salary by contribution assumption: employee only about $130,374 at 4% or $86,916 at 6%; with 50% employer match about $86,916 at 4% or $57,944 at 6%; with 100% employer match about $65,187 at 4% or $43,458 at 6%. |
| Spencer State Bank 401K Plan | - | 24 | $809,410 | $125,159 | $5,215iApproximate average salary by contribution assumption: employee only about $130,374 at 4% or $86,916 at 6%; with 50% employer match about $86,916 at 4% or $57,944 at 6%; with 100% employer match about $65,187 at 4% or $43,458 at 6%. |
| 2009 | 1 | 23 | $597,258 | $111,939 | $4,867iApproximate average salary by contribution assumption: employee only about $121,673 at 4% or $81,115 at 6%; with 50% employer match about $81,115 at 4% or $54,077 at 6%; with 100% employer match about $60,836 at 4% or $40,558 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $597,258 | $111,939 | $4,867iApproximate average salary by contribution assumption: employee only about $121,673 at 4% or $81,115 at 6%; with 50% employer match about $81,115 at 4% or $54,077 at 6%; with 100% employer match about $60,836 at 4% or $40,558 at 6%. |
| 2008 | 1 | 21 | $375,388 | $98,472 | $4,689iApproximate average salary by contribution assumption: employee only about $117,229 at 4% or $78,152 at 6%; with 50% employer match about $78,152 at 4% or $52,102 at 6%; with 100% employer match about $58,614 at 4% or $39,076 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $375,388 | $98,472 | $4,689iApproximate average salary by contribution assumption: employee only about $117,229 at 4% or $78,152 at 6%; with 50% employer match about $78,152 at 4% or $52,102 at 6%; with 100% employer match about $58,614 at 4% or $39,076 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Spencer State Bank 401K Plan | - | 20 | - | - | - |
| 2006 | 1 | 21 | $413,151 | $91,085 | $4,337iApproximate average salary by contribution assumption: employee only about $108,435 at 4% or $72,290 at 6%; with 50% employer match about $72,290 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,145 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $413,151 | $91,085 | $4,337iApproximate average salary by contribution assumption: employee only about $108,435 at 4% or $72,290 at 6%; with 50% employer match about $72,290 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,145 at 6%. |
| 2005 | 1 | 21 | $308,083 | $91,867 | $4,375iApproximate average salary by contribution assumption: employee only about $109,365 at 4% or $72,910 at 6%; with 50% employer match about $72,910 at 4% or $48,607 at 6%; with 100% employer match about $54,683 at 4% or $36,455 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $308,083 | $91,867 | $4,375iApproximate average salary by contribution assumption: employee only about $109,365 at 4% or $72,910 at 6%; with 50% employer match about $72,910 at 4% or $48,607 at 6%; with 100% employer match about $54,683 at 4% or $36,455 at 6%. |
| 2004 | 1 | 23 | $199,563 | $46,268 | $2,012iApproximate average salary by contribution assumption: employee only about $50,291 at 4% or $33,528 at 6%; with 50% employer match about $33,528 at 4% or $22,352 at 6%; with 100% employer match about $25,146 at 4% or $16,764 at 6%. |
| Spencer State Bank 401K Plan | - | 23 | $199,563 | $46,268 | $2,012iApproximate average salary by contribution assumption: employee only about $50,291 at 4% or $33,528 at 6%; with 50% employer match about $33,528 at 4% or $22,352 at 6%; with 100% employer match about $25,146 at 4% or $16,764 at 6%. |
| 2003 | 1 | 21 | $139,224 | $26,424 | $1,258iApproximate average salary by contribution assumption: employee only about $31,457 at 4% or $20,971 at 6%; with 50% employer match about $20,971 at 4% or $13,981 at 6%; with 100% employer match about $15,729 at 4% or $10,486 at 6%. |
| Spencer State Bank 401K Plan | - | 21 | $139,224 | $26,424 | $1,258iApproximate average salary by contribution assumption: employee only about $31,457 at 4% or $20,971 at 6%; with 50% employer match about $20,971 at 4% or $13,981 at 6%; with 100% employer match about $15,729 at 4% or $10,486 at 6%. |
| 2002 | 1 | 22 | $95,146 | $60,500 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| Spencer State Bank 401K Plan | - | 22 | $95,146 | $60,500 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| 2001 | 2 | 25 | $50,880 | $25,732 | $1,029iApproximate average salary by contribution assumption: employee only about $25,732 at 4% or $17,155 at 6%; with 50% employer match about $17,155 at 4% or $11,436 at 6%; with 100% employer match about $12,866 at 4% or $8,577 at 6%. |
| Spencer State Bank 401K Plan | - | 25 | $50,880 | $25,732 | $1,029iApproximate average salary by contribution assumption: employee only about $25,732 at 4% or $17,155 at 6%; with 50% employer match about $17,155 at 4% or $11,436 at 6%; with 100% employer match about $12,866 at 4% or $8,577 at 6%. |
| Spencer State Bank Profit Sharing Trust | - | 6 | - | - | - |
| 2000 | 1 | 26 | $36,143 | $31,586 | $1,215iApproximate average salary by contribution assumption: employee only about $30,371 at 4% or $20,247 at 6%; with 50% employer match about $20,247 at 4% or $13,498 at 6%; with 100% employer match about $15,186 at 4% or $10,124 at 6%. |
| Spencer State Bank 401K Plan | - | 26 | $36,143 | $31,586 | $1,215iApproximate average salary by contribution assumption: employee only about $30,371 at 4% or $20,247 at 6%; with 50% employer match about $20,247 at 4% or $13,498 at 6%; with 100% employer match about $15,186 at 4% or $10,124 at 6%. |
| 1999 | 2 | 30 | $9,385 | $9,270 | $309iApproximate average salary by contribution assumption: employee only about $7,725 at 4% or $5,150 at 6%; with 50% employer match about $5,150 at 4% or $3,433 at 6%; with 100% employer match about $3,863 at 4% or $2,575 at 6%. |
| Spencer State Bank 401K Plan | - | 30 | $9,385 | $9,270 | $309iApproximate average salary by contribution assumption: employee only about $7,725 at 4% or $5,150 at 6%; with 50% employer match about $5,150 at 4% or $3,433 at 6%; with 100% employer match about $3,863 at 4% or $2,575 at 6%. |
| Spencer State Bank Profit Sharing Trust | - | 8 | - | - | - |