2023 Form 5500 filing — Community State Bank Employee Stock Ownership Plan And Trust
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 20240917133323NAL0006686914001) for Community State Bank Employee Stock Ownership Plan And Trust, reported by Community State Bank And Union Bancorporation under EIN 39-0634530 and plan number 003. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240917133323NAL0006686914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community State Bank And Union Bancorporation
- EIN
- 39-0634530
- Plan number
- 003
- Location
- Union Grove, WI
- Participants
- 87
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,881,290
- Total liabilities (EOY)
- $5,470,319
- Net assets (EOY)
- $12,410,971
- Employer contributions
- $907,594
- Participant contributions
- $0
- Total income / additions
- $1,325,444
- Benefits paid
- $1,696,050
- Administrative expenses
- $12,509
- Total expenses
- $1,928,377
- Net increase / (decrease)
- -$602,933
- Schedule source
- Schedule I