Marquette Bank Employee Stock Ownership Plan — Form 5500 plan (Marquette 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, Marquette Bank Employee Stock Ownership Plan is a benefit plan reported by Marquette Bank under EIN 36-2031498 and plan number 004. The latest loaded filing year is 2023. The filing reports 344 participants and $7,516,284 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marquette Bank
EIN
36-2031498
Plan number
004
Plan type
2
Location
Orland Park, IL
Latest filing year
2023
Participants
344
End-of-year plan assets
$7,516,284

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H20241009171506NAL0009424195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,516,284
Total liabilities (EOY)
$101,964
Net assets (EOY)
$7,414,320
Net assets (BOY)
$7,796,100

Income & contributions

Employer contributions
$418,839
Total contributions
$418,839
Total income / additions
-$59,872

Expenses & distributions

Benefits paid
$321,908
Total expenses
$321,908
Net increase / (decrease)
-$381,780

Service provider compensation (Schedule C)

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

Related Form 5500 pages