2023 Form 5500 filing — Pioneer Bank & Trust Employees Profit Sharing 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 20241015155507NAL0015020403001) for Pioneer Bank & Trust Employees Profit Sharing Retirement Plan, reported by Pioneer Bank & Trust under EIN 46-0108155 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.4MReported net assets$19,390,951
Participants160
Provider compensation$1251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155507NAL0015020403001
- Plan sponsor
- Pioneer Bank & Trust
- EIN
- 46-0108155
- Plan number
- 001
- Location
- Spearfish, SD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.4M total assets
Net assets$19.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,390,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,390,951
- Employer contributions
- $742,000
- Participant contributions
- $466,493
- Total income / additions
- $3,934,120
- Benefits paid
- $907,920
- Administrative expenses
- $125
- Total expenses
- $908,045
- Net increase / (decrease)
- $3,026,075
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $125 | $0 |