Plan Ledger DOL Form 5500 · updated monthly

Community State Bank and Union BancorporationESOP

COMMUNITY STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · UNION GROVE, WI · plan year 2022

Reported admin expense ratio · 2022
0.20%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Community State Bank and Union Bancorporation reported $29,835 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $12,758 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (1,141st of 1,936), and 3,683rd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$13,013,904
Participants with balances86
Active participants70
Employer contributions$893,033
Employee contributions—
Employer contribution per active participant$12,758
Average account balance$151,324
Benefits paid to participants$6,786,427
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,942
Investment management$21,993
Total administrative$29,835
Employer contributions to the Community State Bank and Union Bancorporation plan · 2022
Employer contribution per active participant$12,758
Median for plans this size$2,266

Community State Bank and Union Bancorporation's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$29,835 · 0.20%
Similar plansFinance & Insurance · Wisconsin
Security Financial Bank WI$13.6M · 0.35%
Hometown Bancorp, LTD. WI$12.2M · 0.41%
Abbybank WI$12.1M · 0.22%
Americollect, Inc. WI$12.0M · 0.68%
Fortifi Bank WI$11.9M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390634530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.