2023 Form 5500 filing — North American Savings Bank, F.S.B. Savings And Retirement 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 20240829115138NAL0006419283001) for North American Savings Bank, F.S.B. Savings And Retirement Plan, reported by North American Savings Bank, F.S.B. under EIN 44-0373310 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829115138NAL0006419283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Savings Bank, F.S.B.
- EIN
- 44-0373310
- Plan number
- 001
- Location
- Grandview, MO
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,344,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,344,931
- Employer contributions
- $605,392
- Participant contributions
- $1,768,405
- Total income / additions
- $11,547,289
- Benefits paid
- $14,939,487
- Administrative expenses
- $179,152
- Total expenses
- $15,118,639
- Net increase / (decrease)
- -$3,571,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $118,742 | not reported in the loaded dataset |
| Lockton Investment Advisors LLC | NONE | $60,409 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $14,501 |