Waldo State Bank
Plan context: Waldo State Bank 401(K) Plan
EIN 39-0684560 • Waldo, WI • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$1,864,337
2024 Contributions
$208,916
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 | 26 | $1,864,337 | $208,916 | $8,035iApproximate average salary by contribution assumption: employee only about $200,881 at 4% or $133,921 at 6%; with 50% employer match about $133,921 at 4% or $89,280 at 6%; with 100% employer match about $100,440 at 4% or $66,960 at 6%. |
| Waldo State Bank 401(K) Plan | - | 26 | $1,864,337 | $208,916 | $8,035iApproximate average salary by contribution assumption: employee only about $200,881 at 4% or $133,921 at 6%; with 50% employer match about $133,921 at 4% or $89,280 at 6%; with 100% employer match about $100,440 at 4% or $66,960 at 6%. |
| 2023 | 1 | 26 | $1,761,911 | $202,830 | $7,801iApproximate average salary by contribution assumption: employee only about $195,029 at 4% or $130,019 at 6%; with 50% employer match about $130,019 at 4% or $86,679 at 6%; with 100% employer match about $97,514 at 4% or $65,010 at 6%. |
| Waldo State Bank 401(K) Plan | - | 26 | $1,761,911 | $202,830 | $7,801iApproximate average salary by contribution assumption: employee only about $195,029 at 4% or $130,019 at 6%; with 50% employer match about $130,019 at 4% or $86,679 at 6%; with 100% employer match about $97,514 at 4% or $65,010 at 6%. |
| 2022 | 1 | 23 | $1,433,049 | $157,345 | $6,841iApproximate average salary by contribution assumption: employee only about $171,027 at 4% or $114,018 at 6%; with 50% employer match about $114,018 at 4% or $76,012 at 6%; with 100% employer match about $85,514 at 4% or $57,009 at 6%. |
| Waldo State Bank 401(K) Plan | - | 23 | $1,433,049 | $157,345 | $6,841iApproximate average salary by contribution assumption: employee only about $171,027 at 4% or $114,018 at 6%; with 50% employer match about $114,018 at 4% or $76,012 at 6%; with 100% employer match about $85,514 at 4% or $57,009 at 6%. |
| 2021 | 1 | 16 | $1,459,274 | $131,231 | $8,202iApproximate average salary by contribution assumption: employee only about $205,048 at 4% or $136,699 at 6%; with 50% employer match about $136,699 at 4% or $91,133 at 6%; with 100% employer match about $102,524 at 4% or $68,349 at 6%. |
| Waldo State Bank 401(K) Plan | - | 16 | $1,459,274 | $131,231 | $8,202iApproximate average salary by contribution assumption: employee only about $205,048 at 4% or $136,699 at 6%; with 50% employer match about $136,699 at 4% or $91,133 at 6%; with 100% employer match about $102,524 at 4% or $68,349 at 6%. |
| 2020 | 1 | 19 | $1,371,075 | $181,445 | $9,550iApproximate average salary by contribution assumption: employee only about $238,743 at 4% or $159,162 at 6%; with 50% employer match about $159,162 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%. |
| Waldo State Bank 401(K) Plan | - | 19 | $1,371,075 | $181,445 | $9,550iApproximate average salary by contribution assumption: employee only about $238,743 at 4% or $159,162 at 6%; with 50% employer match about $159,162 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%. |
| 2019 | 1 | 17 | $1,054,721 | $124,003 | $7,294iApproximate average salary by contribution assumption: employee only about $182,357 at 4% or $121,572 at 6%; with 50% employer match about $121,572 at 4% or $81,048 at 6%; with 100% employer match about $91,179 at 4% or $60,786 at 6%. |
| Waldo State Bank 401(K) Plan | - | 17 | $1,054,721 | $124,003 | $7,294iApproximate average salary by contribution assumption: employee only about $182,357 at 4% or $121,572 at 6%; with 50% employer match about $121,572 at 4% or $81,048 at 6%; with 100% employer match about $91,179 at 4% or $60,786 at 6%. |
| 2018 | 1 | 15 | $792,309 | $110,984 | $7,399iApproximate average salary by contribution assumption: employee only about $184,973 at 4% or $123,316 at 6%; with 50% employer match about $123,316 at 4% or $82,210 at 6%; with 100% employer match about $92,487 at 4% or $61,658 at 6%. |
| Waldo State Bank 401(K) Plan | - | 15 | $792,309 | $110,984 | $7,399iApproximate average salary by contribution assumption: employee only about $184,973 at 4% or $123,316 at 6%; with 50% employer match about $123,316 at 4% or $82,210 at 6%; with 100% employer match about $92,487 at 4% or $61,658 at 6%. |
| 2017 | 1 | 12 | $0 | $94,109 | $7,842iApproximate average salary by contribution assumption: employee only about $196,060 at 4% or $130,707 at 6%; with 50% employer match about $130,707 at 4% or $87,138 at 6%; with 100% employer match about $98,030 at 4% or $65,353 at 6%. |
| Waldo State Bank 401(K) Plan | - | 12 | $0 | $94,109 | $7,842iApproximate average salary by contribution assumption: employee only about $196,060 at 4% or $130,707 at 6%; with 50% employer match about $130,707 at 4% or $87,138 at 6%; with 100% employer match about $98,030 at 4% or $65,353 at 6%. |
| 2016 | 1 | 14 | $640,649 | $83,947 | $5,996iApproximate average salary by contribution assumption: employee only about $149,905 at 4% or $99,937 at 6%; with 50% employer match about $99,937 at 4% or $66,625 at 6%; with 100% employer match about $74,953 at 4% or $49,968 at 6%. |
| Waldo State Bank 401(K) Plan | - | 14 | $640,649 | $83,947 | $5,996iApproximate average salary by contribution assumption: employee only about $149,905 at 4% or $99,937 at 6%; with 50% employer match about $99,937 at 4% or $66,625 at 6%; with 100% employer match about $74,953 at 4% or $49,968 at 6%. |
| 2015 | 1 | 14 | $522,653 | $131,481 | $9,392iApproximate average salary by contribution assumption: employee only about $234,788 at 4% or $156,525 at 6%; with 50% employer match about $156,525 at 4% or $104,350 at 6%; with 100% employer match about $117,394 at 4% or $78,263 at 6%. |
| Waldo State Bank 401(K) Plan | - | 14 | $522,653 | $131,481 | $9,392iApproximate average salary by contribution assumption: employee only about $234,788 at 4% or $156,525 at 6%; with 50% employer match about $156,525 at 4% or $104,350 at 6%; with 100% employer match about $117,394 at 4% or $78,263 at 6%. |
| 2014 | 1 | 14 | $506,341 | $63,891 | $4,564iApproximate average salary by contribution assumption: employee only about $114,091 at 4% or $76,061 at 6%; with 50% employer match about $76,061 at 4% or $50,707 at 6%; with 100% employer match about $57,046 at 4% or $38,030 at 6%. |
| Waldo State Bank 401(K) Plan | - | 14 | $506,341 | $63,891 | $4,564iApproximate average salary by contribution assumption: employee only about $114,091 at 4% or $76,061 at 6%; with 50% employer match about $76,061 at 4% or $50,707 at 6%; with 100% employer match about $57,046 at 4% or $38,030 at 6%. |
| 2013 | 1 | 10 | $437,366 | $50,780 | $5,078iApproximate average salary by contribution assumption: employee only about $126,950 at 4% or $84,633 at 6%; with 50% employer match about $84,633 at 4% or $56,422 at 6%; with 100% employer match about $63,475 at 4% or $42,317 at 6%. |
| Waldo State Bank 401(K) Plan | - | 10 | $437,366 | $50,780 | $5,078iApproximate average salary by contribution assumption: employee only about $126,950 at 4% or $84,633 at 6%; with 50% employer match about $84,633 at 4% or $56,422 at 6%; with 100% employer match about $63,475 at 4% or $42,317 at 6%. |
| 2012 | 1 | 11 | $350,516 | $46,116 | $4,192iApproximate average salary by contribution assumption: employee only about $104,809 at 4% or $69,873 at 6%; with 50% employer match about $69,873 at 4% or $46,582 at 6%; with 100% employer match about $52,405 at 4% or $34,936 at 6%. |
| Waldo State Bank 401(K) Plan | - | 11 | $350,516 | $46,116 | $4,192iApproximate average salary by contribution assumption: employee only about $104,809 at 4% or $69,873 at 6%; with 50% employer match about $69,873 at 4% or $46,582 at 6%; with 100% employer match about $52,405 at 4% or $34,936 at 6%. |
| 2011 | 1 | 9 | $292,478 | $40,237 | $4,471iApproximate average salary by contribution assumption: employee only about $111,769 at 4% or $74,513 at 6%; with 50% employer match about $74,513 at 4% or $49,675 at 6%; with 100% employer match about $55,885 at 4% or $37,256 at 6%. |
| Waldo State Bank 401(K) Plan | - | 9 | $292,478 | $40,237 | $4,471iApproximate average salary by contribution assumption: employee only about $111,769 at 4% or $74,513 at 6%; with 50% employer match about $74,513 at 4% or $49,675 at 6%; with 100% employer match about $55,885 at 4% or $37,256 at 6%. |
| 2010 | 1 | 10 | $287,187 | $49,014 | $4,901iApproximate average salary by contribution assumption: employee only about $122,535 at 4% or $81,690 at 6%; with 50% employer match about $81,690 at 4% or $54,460 at 6%; with 100% employer match about $61,267 at 4% or $40,845 at 6%. |
| Waldo State Bank 401(K) Plan | - | 10 | $287,187 | $49,014 | $4,901iApproximate average salary by contribution assumption: employee only about $122,535 at 4% or $81,690 at 6%; with 50% employer match about $81,690 at 4% or $54,460 at 6%; with 100% employer match about $61,267 at 4% or $40,845 at 6%. |
| 2009 | 1 | 8 | $233,203 | $33,189 | $4,149iApproximate average salary by contribution assumption: employee only about $103,716 at 4% or $69,144 at 6%; with 50% employer match about $69,144 at 4% or $46,096 at 6%; with 100% employer match about $51,858 at 4% or $34,572 at 6%. |
| Waldo State Bank 401(K) Plan | - | 8 | $233,203 | $33,189 | $4,149iApproximate average salary by contribution assumption: employee only about $103,716 at 4% or $69,144 at 6%; with 50% employer match about $69,144 at 4% or $46,096 at 6%; with 100% employer match about $51,858 at 4% or $34,572 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Waldo State Bank 401(K) Plan | - | 7 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Waldo State Bank 401(K) Plan | - | 8 | - | - | - |
| 2006 | 2 | 8 | $252,334 | $33,180 | $4,148iApproximate average salary by contribution assumption: employee only about $103,688 at 4% or $69,125 at 6%; with 50% employer match about $69,125 at 4% or $46,083 at 6%; with 100% employer match about $51,844 at 4% or $34,563 at 6%. |
| Waldo State Bank 401(K) Plan | - | 8 | $252,334 | $33,180 | $4,148iApproximate average salary by contribution assumption: employee only about $103,688 at 4% or $69,125 at 6%; with 50% employer match about $69,125 at 4% or $46,083 at 6%; with 100% employer match about $51,844 at 4% or $34,563 at 6%. |
| WALDO STATE BANK FLEXIBLE BENEFIT PLAN | - | 6 | - | - | - |
| 2005 | 2 | 8 | $223,359 | $35,621 | $4,453iApproximate average salary by contribution assumption: employee only about $111,316 at 4% or $74,210 at 6%; with 50% employer match about $74,210 at 4% or $49,474 at 6%; with 100% employer match about $55,658 at 4% or $37,105 at 6%. |
| Waldo State Bank 401(K) Plan | - | 8 | $223,359 | $35,621 | $4,453iApproximate average salary by contribution assumption: employee only about $111,316 at 4% or $74,210 at 6%; with 50% employer match about $74,210 at 4% or $49,474 at 6%; with 100% employer match about $55,658 at 4% or $37,105 at 6%. |
| WALDO STATE BANK FLEXIBLE BENEFIT PLAN | - | 6 | - | - | - |
| 2004 | 2 | 8 | $203,460 | $34,049 | $4,256iApproximate average salary by contribution assumption: employee only about $106,403 at 4% or $70,935 at 6%; with 50% employer match about $70,935 at 4% or $47,290 at 6%; with 100% employer match about $53,202 at 4% or $35,468 at 6%. |
| Waldo State Bank 401(K) Plan | - | 8 | $203,460 | $34,049 | $4,256iApproximate average salary by contribution assumption: employee only about $106,403 at 4% or $70,935 at 6%; with 50% employer match about $70,935 at 4% or $47,290 at 6%; with 100% employer match about $53,202 at 4% or $35,468 at 6%. |
| WALDO STATE BANK FLEXIBLE BENEFIT PLAN | - | 5 | - | - | - |
| 2003 | 2 | 6 | $180,435 | $27,031 | $4,505iApproximate average salary by contribution assumption: employee only about $112,629 at 4% or $75,086 at 6%; with 50% employer match about $75,086 at 4% or $50,057 at 6%; with 100% employer match about $56,315 at 4% or $37,543 at 6%. |
| Waldo State Bank 401(K) Plan | - | 6 | $180,435 | $27,031 | $4,505iApproximate average salary by contribution assumption: employee only about $112,629 at 4% or $75,086 at 6%; with 50% employer match about $75,086 at 4% or $50,057 at 6%; with 100% employer match about $56,315 at 4% or $37,543 at 6%. |
| WALDO STATE BANK FLEXIBLE BENEFIT PLAN | - | 6 | - | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| WALDO STATE BANK FLEXIBLE BENEFIT PLAN | - | 7 | - | - | - |
| 2001 | 1 | 5 | $114,185 | $25,583 | $5,117iApproximate average salary by contribution assumption: employee only about $127,915 at 4% or $85,277 at 6%; with 50% employer match about $85,277 at 4% or $56,851 at 6%; with 100% employer match about $63,958 at 4% or $42,638 at 6%. |
| Waldo State Bank 401(K) Plan | - | 5 | $114,185 | $25,583 | $5,117iApproximate average salary by contribution assumption: employee only about $127,915 at 4% or $85,277 at 6%; with 50% employer match about $85,277 at 4% or $56,851 at 6%; with 100% employer match about $63,958 at 4% or $42,638 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Waldo State Bank 401(K) Plan | - | 5 | - | - | - |
| 1999 | 1 | 4 | $562,782 | $22,338 | $5,585iApproximate average salary by contribution assumption: employee only about $139,613 at 4% or $93,075 at 6%; with 50% employer match about $93,075 at 4% or $62,050 at 6%; with 100% employer match about $69,806 at 4% or $46,538 at 6%. |
| Waldo State Bank 401(K) Plan | - | 4 | $562,782 | $22,338 | $5,585iApproximate average salary by contribution assumption: employee only about $139,613 at 4% or $93,075 at 6%; with 50% employer match about $93,075 at 4% or $62,050 at 6%; with 100% employer match about $69,806 at 4% or $46,538 at 6%. |