2023 Form 5500 filing — White River Bancshares Company 401(K) 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 20240726141050NAL0015589329002) for White River Bancshares Company 401(K) Plan, reported by White River Bancshares Company under EIN 20-1209354 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726141050NAL0015589329002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White River Bancshares Company
- EIN
- 20-1209354
- Plan number
- 002
- Location
- Fayetteville, AR
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,527,621
- Total liabilities (EOY)
- $136
- Net assets (EOY)
- $17,527,485
- Employer contributions
- $635,601
- Participant contributions
- $1,079,457
- Total income / additions
- $4,057,564
- Benefits paid
- $792,627
- Administrative expenses
- $16,790
- Total expenses
- $809,417
- Net increase / (decrease)
- $3,248,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $8,247 | $15,340 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | $2,550 | $5,657 |
| Morningstar | SERVICE PROVIDER | $0 | $7,670 |
| Morningstar Investment Management | SERVICE PROFIDER | $5,993 | $0 |