2023 Form 5500 filing — Pueblo Bank & Trust Company 401(K) Plan & Trust
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 20240731120206NAL0022185489001) for Pueblo Bank & Trust Company 401(K) Plan & Trust, reported by The Pueblo Bank & Trust Company under EIN 84-0297400 and plan number 003. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731120206NAL0022185489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pueblo Bank & Trust Company
- EIN
- 84-0297400
- Plan number
- 003
- Location
- Pueblo, CO
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,604,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,604,154
- Employer contributions
- $350,288
- Participant contributions
- $735,244
- Total income / additions
- $2,666,919
- Benefits paid
- $874,175
- Administrative expenses
- $16,529
- Total expenses
- $890,704
- Net increase / (decrease)
- $1,776,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fortner Bayens Levkulich & Garrisi | ACCOUNTANT/AUDITOR | $12,648 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,244 | $0 |