2023 Form 5500 filing — Farmers & Merchants State Bank 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 20240808103615NAL0004906753001) for Farmers & Merchants State Bank Savings Plan, reported by Farmers & Merchants State Bank under EIN 39-0273610 and plan number 002. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,510,187
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240808103615NAL0004906753001
Plan sponsor
Farmers & Merchants State Bank
EIN
39-0273610
Plan number
002
Location
Waterloo, WI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$780.4K
Benefits paid / distributions$780.2K
Contributions
Employer$165.6K
Participant$179K
Full reported line items
Total assets (EOY)
$6,510,187
Total liabilities (EOY)
$0
Net assets (EOY)
$6,510,187
Employer contributions
$165,591
Participant contributions
$179,000
Total income / additions
$1,569,968
Benefits paid
$780,163
Administrative expenses
$200
Total expenses
$780,363
Net increase / (decrease)
$789,605

Related Form 5500 pages