2023 Form 5500 filing — Ohnward Bancshares, Inc. 401(K) Profit Sharing 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 20240930103346NAL0010936530001) for Ohnward Bancshares, Inc. 401(K) Profit Sharing Plan, reported by Ohnward Bancshares, Inc. under EIN 42-0933516 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930103346NAL0010936530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohnward Bancshares, Inc.
- EIN
- 42-0933516
- Plan number
- 001
- Location
- Maquoketa, IA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,689,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,689,775
- Employer contributions
- $1,177,859
- Participant contributions
- $1,371,714
- Total income / additions
- $7,727,543
- Benefits paid
- $952,349
- Administrative expenses
- $120,643
- Total expenses
- $1,101,649
- Net increase / (decrease)
- $6,625,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $120,436 | not reported in the loaded dataset |
| Htlf Retirement Plan Services | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset |