2023 Form 5500 filing — Wtb Financial Corporation Pension 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 20240930102325NAL0002551107005) for Wtb Financial Corporation Pension Plan, reported by Wtb Financial Corporation under EIN 91-1150490 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930102325NAL0002551107005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wtb Financial Corporation
- EIN
- 91-1150490
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,788,518
- Net assets (EOY)
- $80,788,518
- Total income / additions
- $6,364,919
- Benefits paid
- $3,644,999
- Administrative expenses
- $301,372
- Total expenses
- $3,946,371
- Net increase / (decrease)
- $2,418,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment LLC | FIDUCIARY | $161,703 | $0 |