White River Bancshares Company 401(K) Plan — Form 5500 plan (White River Bancshares Company)
Plain-English plan 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, White River Bancshares Company 401(K) Plan is a benefit plan reported by White River Bancshares Company under EIN 20-1209354 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $17,527,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White River Bancshares Company
- EIN
- 20-1209354
- Plan number
- 002
- Plan type
- 2
- Location
- Fayetteville, AR
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $17,527,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240726141050NAL0015589329002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,527,621
- Total liabilities (EOY)
- $136
- Net assets (EOY)
- $17,527,485
- Net assets (BOY)
- $14,279,338
Income & contributions
- Employer contributions
- $635,601
- Participant contributions
- $1,079,457
- Total contributions
- $1,775,280
- Total income / additions
- $4,057,564
Expenses & distributions
- Benefits paid
- $792,627
- Administrative expenses
- $16,790
- Total expenses
- $809,417
- Net increase / (decrease)
- $3,248,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $8,247 | $15,340 | 2023 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | $2,550 | $5,657 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $7,670 | 2023 |
| Morningstar Investment Management | SERVICE PROFIDER | $5,993 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for White River Bancshares Company
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Fayetteville, AR
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation