How many benefit plans does Monticello Bankshares, Inc. report on Form 5500?

Monticello Bankshares, Inc. (EIN 61-1011305) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Monticello Bankshares, Inc.?

The Employer Identification Number (EIN) reported for Monticello Bankshares, Inc. is 61-1011305.

What is the latest Form 5500 filing year for Monticello Bankshares, Inc.?

The latest loaded Form 5500 filing year for Monticello Bankshares, Inc. is 2023.

Monticello Bankshares, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Monticello Bankshares, Inc. (EIN 61-1011305) is a plan sponsor located in Monticello, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 61-1011305
Location: Monticello, KY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,268,987
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,268,987

Contributions & income

Employer contributions: $391,898
Participant contributions: $706,238
Total income / additions: $3,006,654

Expenses & distributions

Benefits paid / distributions: $2,214,848
Total expenses: $2,217,776
Net increase / (decrease): $788,878

Coverage

Total reported participants: 367
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Monticello Bankshares, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Monticello Bankshares, Inc. Retirement Savings Plan	002	210	$14,268,987	2023
Monticello Bankshares, Inc. Employee Benefits Plan	501	157	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Monticello Bankshares, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Monticello Bankshares, Inc. Retirement Savings Plan	210	H, C	20241015135530NAL0029865041001
2023	Monticello Bankshares, Inc. Employee Benefits Plan	157	—	20241216144242NAL0000864963001