2023 Form 5500 filing — First National Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions
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 20240926092335NAL0000247619001) for First National Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions, reported by First National Bancorp, Inc. under EIN 81-0433412 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926092335NAL0000247619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First National Bancorp, Inc.
- EIN
- 81-0433412
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,538,238
- Total liabilities (EOY)
- $6,184
- Net assets (EOY)
- $12,532,054
- Employer contributions
- $210,961
- Participant contributions
- $372,995
- Total income / additions
- $1,872,229
- Benefits paid
- $728,942
- Administrative expenses
- $54,492
- Total expenses
- $783,434
- Net increase / (decrease)
- $1,088,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co-Usa | RECORD KEEPER | $725 | $0 |