2023 Form 5500 filing — River Bank And Trust 401(K) 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 20241010162028NAL0036412464001) for River Bank And Trust 401(K) Employee Stock Ownership Plan, reported by River Bank And Trust under EIN 20-4303726 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162028NAL0036412464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- River Bank And Trust
- EIN
- 20-4303726
- Plan number
- 001
- Location
- Prattville, AL
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,126,383
- Total liabilities (EOY)
- $280,768
- Net assets (EOY)
- $20,845,615
- Employer contributions
- $868,944
- Participant contributions
- $1,543,200
- Total income / additions
- $4,916,696
- Benefits paid
- $1,375,970
- Administrative expenses
- $8,370
- Total expenses
- $1,384,340
- Net increase / (decrease)
- $3,532,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa Inc | RIA | $37,373 | not reported in the loaded dataset |
| John Hancock Insurance Company Usa | RECORDKEEPER | $1,125 | not reported in the loaded dataset |
| Wilshire Associates Inc | RIA | $1,013 | not reported in the loaded dataset |