2023 Form 5500 filing — Mercer Savings Bank 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 20240711103751NAL0032675234001) for Mercer Savings Bank Employee Stock Ownership Plan, reported by Mercer Savings Bank under EIN 34-4302175 and plan number 003. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$432.3KReported net assets$432,330
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711103751NAL0032675234001
Plan sponsor
Mercer Savings Bank
EIN
34-4302175
Plan number
003
Location
Celina, OH
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.2M total assets
Net assets$432.3KLiabilities$754.3K
Money in vs. money out
Total income / additions$462.4K
Total expenses$30.1K
Benefits paid / distributionsNot reported
Contributions
Employer$94.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,186,651
Total liabilities (EOY)
$754,321
Net assets (EOY)
$432,330
Employer contributions
$94,171
Total income / additions
$462,442
Total expenses
$30,112
Net increase / (decrease)
$432,330

Related Form 5500 pages