2023 Form 5500 filing — Security Bank & Trust Company 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 20240903151505NAL0018632129002) for Security Bank & Trust Company 401k Plan, reported by Security Bank & Trust Company under EIN 62-0170940 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240903151505NAL0018632129002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security Bank & Trust Company
- EIN
- 62-0170940
- Plan number
- 001
- Location
- Paris, TN
- Participants
- 147
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,013,310
- Net assets (EOY)
- $9,013,310
- Employer contributions
- $381,228
- Participant contributions
- $476,418
- Total income / additions
- $1,763,158
- Benefits paid
- $270,959
- Administrative expenses
- $51,160
- Total expenses
- $322,119
- Net increase / (decrease)
- $1,441,039
- Schedule source
- Schedule H