Kish Bank Retirement Savings Plan — Form 5500 plan (Kish Bank)
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, Kish Bank Retirement Savings Plan is a benefit plan reported by Kish Bank under EIN 23-0764654 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $20,669,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kish Bank
- EIN
- 23-0764654
- Plan number
- 002
- Plan type
- 2
- Location
- Reedsville, PA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $20,669,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240906134816NAL0001459025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,669,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,669,042
- Net assets (BOY)
- $18,240,369
Income & contributions
- Employer contributions
- $572,498
- Participant contributions
- $1,158,889
- Total contributions
- $1,737,187
- Total income / additions
- $4,612,930
Expenses & distributions
- Benefits paid
- $2,157,456
- Administrative expenses
- $26,801
- Total expenses
- $2,184,257
- Net increase / (decrease)
- $2,428,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $77,860 | $0 | 2023 |