2023 Form 5500 filing — Wood & Huston Bancorporation, Inc. 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 20240819190556NAL0001916513001) for Wood & Huston Bancorporation, Inc. 401(K) Plan, reported by Wood & Huston Bancorporation, Inc. under EIN 43-1163996 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819190556NAL0001916513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wood & Huston Bancorporation, Inc.
- EIN
- 43-1163996
- Plan number
- 002
- Location
- Marshall, MO
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,898,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,898,419
- Employer contributions
- $280,627
- Participant contributions
- $795,607
- Total income / additions
- $3,743,801
- Benefits paid
- $693,096
- Administrative expenses
- $72,198
- Total expenses
- $765,610
- Net increase / (decrease)
- $2,978,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Client One Securities LLC | NONE | $38,555 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $33,643 | $3,079 |