Nsb Profit Sharing 401(K) Plan — Form 5500 plan (The North Side Bank & Trust Co.)

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, Nsb Profit Sharing 401(K) Plan is a benefit plan reported by The North Side Bank & Trust Co. under EIN 31-0393100 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $17,878,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The North Side Bank & Trust Co.
EIN
31-0393100
Plan number
002
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
119
End-of-year plan assets
$17,878,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241001105804NAL0003918675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,878,052
Net assets (EOY)
$17,878,052
Net assets (BOY)
$14,795,292

Income & contributions

Employer contributions
$450,000
Participant contributions
$453,835
Total contributions
$2,134,503
Total income / additions
$4,247,196

Expenses & distributions

Benefits paid
$1,117,370
Administrative expenses
$47,066
Total expenses
$1,164,436
Net increase / (decrease)
$3,082,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Souders Financial Advisors LLCINVESTMENT ADVISOR$22,171not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$900$02023

Related Form 5500 pages