2023 Form 5500 filing — State Bank 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 20241015110200NAL0047483632001) for State Bank 401(K) Plan, reported by State Bank under EIN 35-0683790 and plan number 002. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110200NAL0047483632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Bank
- EIN
- 35-0683790
- Plan number
- 002
- Location
- Brownsburg, IN
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,460,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,460,817
- Employer contributions
- $310,477
- Participant contributions
- $569,310
- Total income / additions
- $2,257,176
- Benefits paid
- $1,433,405
- Administrative expenses
- $40,731
- Total expenses
- $1,493,764
- Net increase / (decrease)
- $763,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Mazars, Llp | AUDITOR | $15,634 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,615 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISOR | $10,212 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $270 | not reported in the loaded dataset |