2023 Form 5500 filing — Sullivan Bancshares, Inc. Employee Savings And Retirement 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 20240724124049NAL0012953121001) for Sullivan Bancshares, Inc. Employee Savings And Retirement Plan, reported by Sullivan Bancshares, Inc. under EIN 37-1203570 and plan number 004. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240724124049NAL0012953121001
Filing year
2023
Form type
2
Plan sponsor
Sullivan Bancshares, Inc.
EIN
37-1203570
Plan number
004
Location
Sullivan, IL
Participants
23
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,973,744
Net assets (EOY)
$2,973,744
Employer contributions
$42,112
Participant contributions
$85,424
Total income / additions
$205,525
Benefits paid
$607,282
Total expenses
$607,282
Net increase / (decrease)
-$401,757
Schedule source
Schedule I

Related Form 5500 pages