2023 Form 5500 filing — Access Bank 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 20240731110833NAL0021385105001) for Access Bank 401(K) Plan, reported by Access Bank under EIN 26-1375622 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731110833NAL0021385105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Access Bank
- EIN
- 26-1375622
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,127,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,127,048
- Employer contributions
- $417,359
- Participant contributions
- $802,812
- Total income / additions
- $3,547,278
- Benefits paid
- $348,524
- Administrative expenses
- $76,770
- Total expenses
- $425,294
- Net increase / (decrease)
- $3,121,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $30,331 | $4,721 |
| Securities America Advisors Inc | FINANCIAL ADVISOR | $21,276 | $0 |
| Bergan Kdv | AUDITOR | $15,500 | $0 |
| Pension Administrators LLC | TPA | $9,670 | $0 |