2023 Form 5500 filing — Premier Community Bank Retirement Savings And Employee Stock Ownership 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 20240702145904NAL0007560592001) for Premier Community Bank Retirement Savings And Employee Stock Ownership Plan, reported by Premier Community Bank under EIN 39-0451504 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702145904NAL0007560592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Community Bank
- EIN
- 39-0451504
- Plan number
- 002
- Location
- Marion, WI
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,934,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,934,915
- Employer contributions
- $219,125
- Participant contributions
- $583,052
- Total income / additions
- $2,225,494
- Benefits paid
- $457,686
- Administrative expenses
- $65,227
- Total expenses
- $522,913
- Net increase / (decrease)
- $1,702,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $30,773 | not reported in the loaded dataset |
| Creative Planning Holdco, LLC | INVESTMENT ADVISOR | $24,125 | not reported in the loaded dataset |
| Hakins Ash Cpas, Llp | AUDITOR | $8,250 | not reported in the loaded dataset |