2023 Form 5500 filing — The Stephenson National Bank & Trust Employee Stock Ownership 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 20241008125555NAL0009662259001) for The Stephenson National Bank & Trust Employee Stock Ownership Plan, reported by The Stephenson National Bank & Trust under EIN 39-0638020 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241008125555NAL0009662259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Stephenson National Bank & Trust
- EIN
- 39-0638020
- Plan number
- 003
- Location
- Marinette, WI
- Participants
- 135
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,314,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,314,712
- Employer contributions
- $575,697
- Total income / additions
- $803,583
- Benefits paid
- $18,967
- Administrative expenses
- $0
- Total expenses
- $18,967
- Net increase / (decrease)
- $784,616
- Schedule source
- Schedule H