Mutual Savings Bank Employees' Savings & Profit Sharing Plan & Trust — Form 5500 plan (Mutual 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, Mutual Savings Bank Employees' Savings & Profit Sharing Plan & Trust is a benefit plan reported by Mutual Savings Bank under EIN 35-0536745 and plan number 004. The latest loaded filing year is 2023. The filing reports 94 participants and $2,669,951 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mutual Savings Bank
EIN
35-0536745
Plan number
004
Plan type
2
Location
Franklin, IN
Latest filing year
2023
Participants
94
End-of-year plan assets
$2,669,951

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202394I20240618093436NAL0005375090001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,669,951
Net assets (EOY)
$2,669,951
Net assets (BOY)
$2,201,622

Income & contributions

Employer contributions
$62,758
Participant contributions
$205,018
Total income / additions
$704,210

Expenses & distributions

Benefits paid
$218,798
Administrative expenses
$17,083
Total expenses
$235,881
Net increase / (decrease)
$468,329

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages