2023 Form 5500 filing — Cedar Valley Bankshares, Ltd Profit Sharing And
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 20241014160230NAL0027806673001) for Cedar Valley Bankshares, Ltd Profit Sharing And, reported by Cedar Valley Bankshares, Ltd. under EIN 42-1185784 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160230NAL0027806673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Valley Bankshares, Ltd.
- EIN
- 42-1185784
- Plan number
- 002
- Location
- Charles City, IA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,211,639
- Total liabilities (EOY)
- $19,406
- Net assets (EOY)
- $15,192,233
- Employer contributions
- $240,570
- Participant contributions
- $485,919
- Total income / additions
- $2,625,416
- Benefits paid
- $4,054,024
- Administrative expenses
- $60,189
- Total expenses
- $4,142,141
- Net increase / (decrease)
- -$1,516,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $60,289 | $0 |