2023 Form 5500 filing — Marion County State Bank Employee Stock Ownership And 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 20240718105943NAL0005418737001) for Marion County State Bank Employee Stock Ownership And Savings Plan, reported by Marion County State Bank under EIN 42-0395450 and plan number 001. It reports 85 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240718105943NAL0005418737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marion County State Bank
- EIN
- 42-0395450
- Plan number
- 001
- Location
- Pella, IA
- Participants
- 85
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,301,880
- Net assets (EOY)
- $20,301,880
- Employer contributions
- $291,355
- Participant contributions
- $521,353
- Total income / additions
- $2,501,978
- Benefits paid
- $766,750
- Total expenses
- $779,320
- Net increase / (decrease)
- $1,722,658
- Schedule source
- Schedule I