2023 Form 5500 filing — Nodaway Valley Bank 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604151153NAL0019694305001) for Nodaway Valley Bank 401(K) Profit Sharing Plan, reported by Nodaway Valley Bank under EIN 43-1302908 and plan number 002. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240604151153NAL0019694305001
Filing year
2023
Form type
2
Plan sponsor
Nodaway Valley Bank
EIN
43-1302908
Plan number
002
Location
Maryville, MO
Participants
186
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,442,496
Total liabilities (EOY)
$0
Net assets (EOY)
$32,442,496
Employer contributions
$1,150,000
Participant contributions
$760,090
Total income / additions
$5,469,735
Benefits paid
$3,083,853
Administrative expenses
$45,258
Total expenses
$3,129,111
Net increase / (decrease)
$2,340,624
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
North America Ktrade AllianceNONE$28,302not reported in the loaded dataset
Steffes Financial LtdNONE$16,966not reported in the loaded dataset
Demars Pension Consulting ServicesNONE$10not reported in the loaded dataset

Related Form 5500 pages