Plan5500

Campbell & Fetter Bank Employees' Pension Plan — Form 5500 plan (Campbell & Fetter 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, Campbell & Fetter Bank Employees' Pension Plan is a benefit plan reported by Campbell & Fetter Bank under EIN 35-0843168 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $25,594,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Campbell & Fetter Bank
EIN
35-0843168
Plan number
001
Plan type
2
Location
Kendallville, IN
Latest filing year
2023
Participants
137
End-of-year plan assets
$25,594,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20250401142223NAL0011604544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,594,701
Total liabilities (EOY)
$0
Net assets (EOY)
$25,594,701
Net assets (BOY)
$24,612,386

Income & contributions

Total contributions
$0
Total income / additions
$1,928,691

Expenses & distributions

Benefits paid
$680,043
Administrative expenses
$266,333
Total expenses
$946,376
Net increase / (decrease)
$982,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Monarch Capital Management, Inc.NONE$156,502not reported in the loaded dataset2023
Sturgis Bank And Trust CompanyNONE$44,687not reported in the loaded dataset2023
AscensusNONE$31,900not reported in the loaded dataset2023
Crowe LlpNONE$7,613not reported in the loaded dataset2023

Related Form 5500 pages