2023 Form 5500 filing — Bank Five Nine 401k 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 20240815134643NAL0013122705001) for Bank Five Nine 401k Plan, reported by Bank Five Nine under EIN 39-0148000 and plan number 002. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240815134643NAL0013122705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Five Nine
- EIN
- 39-0148000
- Plan number
- 002
- Location
- Oconomowoc, WI
- Participants
- 403
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,797,667
- Net assets (EOY)
- $31,797,667
- Employer contributions
- $930,799
- Participant contributions
- $1,781,222
- Total income / additions
- $8,940,888
- Benefits paid
- $1,154,379
- Administrative expenses
- $80,071
- Total expenses
- $1,234,450
- Net increase / (decrease)
- $7,706,438
- Schedule source
- Schedule H