2023 Form 5500 filing — Dairy State Bank Retirement Savings 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 20240625084700NAL0004706019001) for Dairy State Bank Retirement Savings Plan, reported by Dairy State Bank under EIN 39-0848078 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625084700NAL0004706019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dairy State Bank
- EIN
- 39-0848078
- Plan number
- 001
- Location
- Rice Lake, WI
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,763,697
- Total liabilities (EOY)
- $12,406
- Net assets (EOY)
- $14,751,291
- Employer contributions
- $211,404
- Participant contributions
- $489,416
- Total income / additions
- $2,879,628
- Benefits paid
- $1,675,874
- Administrative expenses
- $55,416
- Total expenses
- $1,731,290
- Net increase / (decrease)
- $1,148,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Point Inc | NONE | $49,809 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $5,607 | not reported in the loaded dataset |