2023 Form 5500 filing — The Stephenson National Bank & Trust Employee'S Retirement 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 20241002131128NAL0016629282001) for The Stephenson National Bank & Trust Employee'S Retirement Savings Plan, reported by The Stephenson National Bank & Trust under EIN 39-0638020 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131128NAL0016629282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Stephenson National Bank & Trust
- EIN
- 39-0638020
- Plan number
- 002
- Location
- Marinette, WI
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,562,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,562,639
- Employer contributions
- $494,607
- Participant contributions
- $799,720
- Total income / additions
- $4,599,397
- Benefits paid
- $1,290,909
- Administrative expenses
- $15,892
- Total expenses
- $1,306,801
- Net increase / (decrease)
- $3,292,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kerber Rose Sc | AUDITOR | $8,000 | not reported in the loaded dataset |
| Map Retirement | TPA | $6,092 | not reported in the loaded dataset |