2023 Form 5500 filing — Adams Bank & Trust 401(K) 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 20241011112454NAL0038567584001) for Adams Bank & Trust 401(K) Plan, reported by Adams Bank & Trust under EIN 47-0467141 and plan number 002. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112454NAL0038567584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adams Bank & Trust
- EIN
- 47-0467141
- Plan number
- 002
- Location
- Ogallala, NE
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,080,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,080,168
- Employer contributions
- $562,981
- Participant contributions
- $1,229,047
- Total income / additions
- $6,726,626
- Benefits paid
- $2,920,792
- Administrative expenses
- $145,954
- Total expenses
- $3,066,746
- Net increase / (decrease)
- $3,659,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,803 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $71,151 | not reported in the loaded dataset |