2023 Form 5500 filing — Jackson County Bank Deferred Savings 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 20241001193544NAL0003550483001) for Jackson County Bank Deferred Savings Plan, reported by Jackson County Bank under EIN 35-0418300 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001193544NAL0003550483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson County Bank
- EIN
- 35-0418300
- Plan number
- 002
- Location
- Seymour, IN
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,495,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,495,297
- Employer contributions
- $399,121
- Participant contributions
- $846,780
- Total income / additions
- $3,024,753
- Benefits paid
- $1,289,629
- Administrative expenses
- $30,555
- Total expenses
- $1,320,184
- Net increase / (decrease)
- $1,704,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Advis | NONE | $25,273 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $20,140 | not reported in the loaded dataset |