Van Wert Federal Savings Bank Employee Stock Ownership Plan — Form 5500 plan (Van Wert Federal Savings 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, Van Wert Federal Savings Bank Employee Stock Ownership Plan is a benefit plan reported by Van Wert Federal Savings Bank under EIN 34-4382025 and plan number 003. The latest loaded filing year is 2023. The filing reports 14 participants and $2,307,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Wert Federal Savings Bank
- EIN
- 34-4382025
- Plan number
- 003
- Plan type
- 2
- Location
- Van Wert, OH
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $2,307,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241001140522NAL0014285874001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,307,510
- Total liabilities (EOY)
- $1,405,819
- Net assets (EOY)
- $901,691
- Net assets (BOY)
- $83,692
Income & contributions
- Employer contributions
- $117,925
- Total income / additions
- $887,095
Expenses & distributions
- Total expenses
- $69,096
- Net increase / (decrease)
- $817,999
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.