2023 Form 5500 filing — Wilson & Muir Bancorp, 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 20241010131705NAL0034111088001) for Wilson & Muir Bancorp, Inc. 401(K) & Profit Sharing Plan, reported by Wilson & Muir Bancorp, Inc. under EIN 61-1032960 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131705NAL0034111088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson & Muir Bancorp, Inc.
- EIN
- 61-1032960
- Plan number
- 001
- Location
- Bardstown, KY
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,897,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,897,652
- Employer contributions
- $658,105
- Participant contributions
- $602,452
- Total income / additions
- $3,685,429
- Benefits paid
- $408,023
- Administrative expenses
- $110,035
- Total expenses
- $518,058
- Net increase / (decrease)
- $3,167,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $61,537 | $0 |
| Mahurin Wealth Advisors | INVESTMENT ADVISOR | $36,171 | not reported in the loaded dataset |
| Crowe Llp | AUDITOR | $12,328 | not reported in the loaded dataset |