2023 Form 5500 filing — North Shore Bank Retirement 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 20241011110951NAL0010852259001) for North Shore Bank Retirement Plan, reported by North Shore Bank under EIN 39-0506400 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110951NAL0010852259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Shore Bank
- EIN
- 39-0506400
- Plan number
- 001
- Location
- Brookfield, WI
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,651,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,651,235
- Total income / additions
- $5,213,314
- Benefits paid
- $1,902,296
- Administrative expenses
- $115,925
- Total expenses
- $2,018,221
- Net increase / (decrease)
- $3,195,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $95,925 | $0 |
| Alpha Investment Consulting Group | INVESTMENT ADVISOR | $20,000 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $0 | $0 |