Civic Intelligence

Sunset Bank & Savings

Plan context: Sunset Bank Savings 401 K Profit Sharing Plan Trust

EIN 39-1964828 • Waukesha, WI • 21 filings • 5 plans

521 W Sunset DrWaukesha, WI 53189-7015
Current Snapshot

Latest Year

2020

2020 Participants

29

2020 Assets

$3,864,634

2020 Contributions

$103,942

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,864,634$1,932,317$0200020102019YearValue
$3,864,634Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

37190200020102019YearValue
29Latest year 2019

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$103,942-
Sunset Bank Savings 401 K Profit Sharing Plan Trust-0$0$103,942-
2019129$3,864,634$243,693$8,403iApproximate average salary by contribution assumption: employee only about $210,080 at 4% or $140,053 at 6%; with 50% employer match about $140,053 at 4% or $93,369 at 6%; with 100% employer match about $105,040 at 4% or $70,027 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-29$3,864,634$243,693$8,403iApproximate average salary by contribution assumption: employee only about $210,080 at 4% or $140,053 at 6%; with 50% employer match about $140,053 at 4% or $93,369 at 6%; with 100% employer match about $105,040 at 4% or $70,027 at 6%.
2018132$3,326,147$209,894$6,559iApproximate average salary by contribution assumption: employee only about $163,980 at 4% or $109,320 at 6%; with 50% employer match about $109,320 at 4% or $72,880 at 6%; with 100% employer match about $81,990 at 4% or $54,660 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-32$3,326,147$209,894$6,559iApproximate average salary by contribution assumption: employee only about $163,980 at 4% or $109,320 at 6%; with 50% employer match about $109,320 at 4% or $72,880 at 6%; with 100% employer match about $81,990 at 4% or $54,660 at 6%.
2017129$3,404,870$191,617$6,607iApproximate average salary by contribution assumption: employee only about $165,187 at 4% or $110,125 at 6%; with 50% employer match about $110,125 at 4% or $73,416 at 6%; with 100% employer match about $82,594 at 4% or $55,062 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-29$3,404,870$191,617$6,607iApproximate average salary by contribution assumption: employee only about $165,187 at 4% or $110,125 at 6%; with 50% employer match about $110,125 at 4% or $73,416 at 6%; with 100% employer match about $82,594 at 4% or $55,062 at 6%.
2016126$2,826,745$188,159$7,237iApproximate average salary by contribution assumption: employee only about $180,922 at 4% or $120,615 at 6%; with 50% employer match about $120,615 at 4% or $80,410 at 6%; with 100% employer match about $90,461 at 4% or $60,307 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-26$2,826,745$188,159$7,237iApproximate average salary by contribution assumption: employee only about $180,922 at 4% or $120,615 at 6%; with 50% employer match about $120,615 at 4% or $80,410 at 6%; with 100% employer match about $90,461 at 4% or $60,307 at 6%.
2015127$2,534,904$166,029$6,149iApproximate average salary by contribution assumption: employee only about $153,731 at 4% or $102,487 at 6%; with 50% employer match about $102,487 at 4% or $68,325 at 6%; with 100% employer match about $76,865 at 4% or $51,244 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-27$2,534,904$166,029$6,149iApproximate average salary by contribution assumption: employee only about $153,731 at 4% or $102,487 at 6%; with 50% employer match about $102,487 at 4% or $68,325 at 6%; with 100% employer match about $76,865 at 4% or $51,244 at 6%.
2014126$2,478,104$152,242$5,855iApproximate average salary by contribution assumption: employee only about $146,387 at 4% or $97,591 at 6%; with 50% employer match about $97,591 at 4% or $65,061 at 6%; with 100% employer match about $73,193 at 4% or $48,796 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-26$2,478,104$152,242$5,855iApproximate average salary by contribution assumption: employee only about $146,387 at 4% or $97,591 at 6%; with 50% employer match about $97,591 at 4% or $65,061 at 6%; with 100% employer match about $73,193 at 4% or $48,796 at 6%.
2013130$2,560,402$180,865$6,029iApproximate average salary by contribution assumption: employee only about $150,721 at 4% or $100,481 at 6%; with 50% employer match about $100,481 at 4% or $66,987 at 6%; with 100% employer match about $75,360 at 4% or $50,240 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-30$2,560,402$180,865$6,029iApproximate average salary by contribution assumption: employee only about $150,721 at 4% or $100,481 at 6%; with 50% employer match about $100,481 at 4% or $66,987 at 6%; with 100% employer match about $75,360 at 4% or $50,240 at 6%.
2012132$2,521,805$188,265$5,883iApproximate average salary by contribution assumption: employee only about $147,082 at 4% or $98,055 at 6%; with 50% employer match about $98,055 at 4% or $65,370 at 6%; with 100% employer match about $73,541 at 4% or $49,027 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-32$2,521,805$188,265$5,883iApproximate average salary by contribution assumption: employee only about $147,082 at 4% or $98,055 at 6%; with 50% employer match about $98,055 at 4% or $65,370 at 6%; with 100% employer match about $73,541 at 4% or $49,027 at 6%.
2011134$2,217,221$189,244$5,566iApproximate average salary by contribution assumption: employee only about $139,150 at 4% or $92,767 at 6%; with 50% employer match about $92,767 at 4% or $61,844 at 6%; with 100% employer match about $69,575 at 4% or $46,383 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-34$2,217,221$189,244$5,566iApproximate average salary by contribution assumption: employee only about $139,150 at 4% or $92,767 at 6%; with 50% employer match about $92,767 at 4% or $61,844 at 6%; with 100% employer match about $69,575 at 4% or $46,383 at 6%.
2010134$2,102,951$197,564$5,811iApproximate average salary by contribution assumption: employee only about $145,268 at 4% or $96,845 at 6%; with 50% employer match about $96,845 at 4% or $64,563 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-34$2,102,951$197,564$5,811iApproximate average salary by contribution assumption: employee only about $145,268 at 4% or $96,845 at 6%; with 50% employer match about $96,845 at 4% or $64,563 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%.
2009132$1,840,973$191,041$5,970iApproximate average salary by contribution assumption: employee only about $149,251 at 4% or $99,501 at 6%; with 50% employer match about $99,501 at 4% or $66,334 at 6%; with 100% employer match about $74,625 at 4% or $49,750 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-32$1,840,973$191,041$5,970iApproximate average salary by contribution assumption: employee only about $149,251 at 4% or $99,501 at 6%; with 50% employer match about $99,501 at 4% or $66,334 at 6%; with 100% employer match about $74,625 at 4% or $49,750 at 6%.
2008135$2,064,181$207,958$5,942iApproximate average salary by contribution assumption: employee only about $148,541 at 4% or $99,028 at 6%; with 50% employer match about $99,028 at 4% or $66,018 at 6%; with 100% employer match about $74,271 at 4% or $49,514 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-35$2,064,181$207,958$5,942iApproximate average salary by contribution assumption: employee only about $148,541 at 4% or $99,028 at 6%; with 50% employer match about $99,028 at 4% or $66,018 at 6%; with 100% employer match about $74,271 at 4% or $49,514 at 6%.
2007133$2,281,641$473,173$14,339iApproximate average salary by contribution assumption: employee only about $358,464 at 4% or $238,976 at 6%; with 50% employer match about $238,976 at 4% or $159,318 at 6%; with 100% employer match about $179,232 at 4% or $119,488 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-33$2,281,641$473,173$14,339iApproximate average salary by contribution assumption: employee only about $358,464 at 4% or $238,976 at 6%; with 50% employer match about $238,976 at 4% or $159,318 at 6%; with 100% employer match about $179,232 at 4% or $119,488 at 6%.
2006136$1,890,904$258,638$7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-36$1,890,904$258,638$7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%.
2005137$1,391,626$245,612$6,638iApproximate average salary by contribution assumption: employee only about $165,954 at 4% or $110,636 at 6%; with 50% employer match about $110,636 at 4% or $73,757 at 6%; with 100% employer match about $82,977 at 4% or $55,318 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-37$1,391,626$245,612$6,638iApproximate average salary by contribution assumption: employee only about $165,954 at 4% or $110,636 at 6%; with 50% employer match about $110,636 at 4% or $73,757 at 6%; with 100% employer match about $82,977 at 4% or $55,318 at 6%.
2004128$1,030,419$225,603$8,057iApproximate average salary by contribution assumption: employee only about $201,431 at 4% or $134,288 at 6%; with 50% employer match about $134,288 at 4% or $89,525 at 6%; with 100% employer match about $100,716 at 4% or $67,144 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-28$1,030,419$225,603$8,057iApproximate average salary by contribution assumption: employee only about $201,431 at 4% or $134,288 at 6%; with 50% employer match about $134,288 at 4% or $89,525 at 6%; with 100% employer match about $100,716 at 4% or $67,144 at 6%.
2003129$748,920$212,380$7,323iApproximate average salary by contribution assumption: employee only about $183,086 at 4% or $122,057 at 6%; with 50% employer match about $122,057 at 4% or $81,372 at 6%; with 100% employer match about $91,543 at 4% or $61,029 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-29$748,920$212,380$7,323iApproximate average salary by contribution assumption: employee only about $183,086 at 4% or $122,057 at 6%; with 50% employer match about $122,057 at 4% or $81,372 at 6%; with 100% employer match about $91,543 at 4% or $61,029 at 6%.
2002121$427,695$154,461$7,355iApproximate average salary by contribution assumption: employee only about $183,882 at 4% or $122,588 at 6%; with 50% employer match about $122,588 at 4% or $81,725 at 6%; with 100% employer match about $91,941 at 4% or $61,294 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-21$427,695$154,461$7,355iApproximate average salary by contribution assumption: employee only about $183,882 at 4% or $122,588 at 6%; with 50% employer match about $122,588 at 4% or $81,725 at 6%; with 100% employer match about $91,941 at 4% or $61,294 at 6%.
2001114$310,958$228,882$16,349iApproximate average salary by contribution assumption: employee only about $408,718 at 4% or $272,479 at 6%; with 50% employer match about $272,479 at 4% or $181,652 at 6%; with 100% employer match about $204,359 at 4% or $136,239 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-14$310,958$228,882$16,349iApproximate average salary by contribution assumption: employee only about $408,718 at 4% or $272,479 at 6%; with 50% employer match about $272,479 at 4% or $181,652 at 6%; with 100% employer match about $204,359 at 4% or $136,239 at 6%.
2000113$175,440$166,346$12,796iApproximate average salary by contribution assumption: employee only about $319,896 at 4% or $213,264 at 6%; with 50% employer match about $213,264 at 4% or $142,176 at 6%; with 100% employer match about $159,948 at 4% or $106,632 at 6%.
Sunset Bank Savings 401 K Profit Sharing Plan Trust-13$175,440$166,346$12,796iApproximate average salary by contribution assumption: employee only about $319,896 at 4% or $213,264 at 6%; with 50% employer match about $213,264 at 4% or $142,176 at 6%; with 100% employer match about $159,948 at 4% or $106,632 at 6%.