Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO OTHER COMMITTEES WITH AUTHORITY BESIDES BOARD OF TRUSTEES (GOVERNING BODY) | |
| FORM 990, PART VI, SECTION B, LINE 11 | BOARD REVIEWS 990 WITH ACCOUNTANT BEFORE MANUALLY SIGNED BY OFFICER | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL TRUSTEE QUESTIONNAIRE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE FOR VIEWING DURING NORMAL FUND OFFICE BUSINESS HOURS | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | FORM 990, PART VII | BARRY SCHOLZ - P.O. BOX 419, APPLETON, WI 54912. GENE RUSTICK - 220 JOHNSON STREET, WISCONSIN RAPIDS, WI 54495. TIM DEMINTER - 1602 S. PARK STREET, SUITE 210, MADISON, WI 53715. DAVID BOHL - 4814 EAST BROADWAY, MADISON, WI 53716. JOHN RILEY - 1314 EMIL STREET, MADISON, WI 53713. JOHN FELLER - 300 S. BEDFORD STREET, MADISON, WI 53703. ANTHONY ANASTASI - 2525 PIONEER DRIVE, BELOIT, WI 53511. ADAM MAVES - 8844 LAKE VIEW LANE, AMHERST, WI 54406. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 29,546. |
| FORM 990, PART XIII, LINE 2C | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS. | |
| FORM 990, SCHEDULE D, PART XI, LINE 10 | THE $331,444 REPORTED HERE DOES NOT AGREE WITH THE NET DECREASE IN THE NET ASSETS AVAILABLE FOR BENEFITS PER THE ATTACHED AUDITED FINANCIAL STATEMENTS OF $357,154. THE DIFFERENCE OF $25,710 IS THE CHANGE IN BENEFITS PAYABLE. THE BENEFITS PAYABLE ARE INCLUDED IN THE FORM 990, BUT ARE ONLY DISCLOSED IN THE NOTES TO THE AUDITED FINANCIAL STATEMENTS. |
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