2023 Form 5500 filing — The Cecilian Bank 401(K) & Profit Sharing 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 20240826072021NAL0017112304001) for The Cecilian Bank 401(K) & Profit Sharing Plan, reported by The Cecilian Bank under EIN 61-0153205 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826072021NAL0017112304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cecilian Bank
- EIN
- 61-0153205
- Plan number
- 001
- Location
- Elizabethtown, KY
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,611,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,611,062
- Employer contributions
- $654,575
- Participant contributions
- $731,611
- Total income / additions
- $4,223,709
- Benefits paid
- $1,285,030
- Administrative expenses
- $36,903
- Total expenses
- $1,321,933
- Net increase / (decrease)
- $2,901,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Owen Larue LLC | SERVICE PROVIDER | $0 | $55,733 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $36,903 | $0 |