First National Bank Of Waterloo Profit Sharing And Savings Plan — Form 5500 plan (First National Bank Of Waterloo)
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, First National Bank Of Waterloo Profit Sharing And Savings Plan is a benefit plan reported by First National Bank Of Waterloo under EIN 37-0573575 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $14,037,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Bank Of Waterloo
- EIN
- 37-0573575
- Plan number
- 001
- Plan type
- 2
- Location
- Waterloo, IL
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $14,037,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241204153539NAL0005885472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,037,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,037,605
- Net assets (BOY)
- $12,608,433
Income & contributions
- Employer contributions
- $604,131
- Participant contributions
- $571,664
- Total contributions
- $1,235,429
- Total income / additions
- $3,145,884
Expenses & distributions
- Benefits paid
- $1,683,201
- Administrative expenses
- $33,511
- Total expenses
- $1,716,712
- Net increase / (decrease)
- $1,429,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moneta Group Investment Advisors | ADVISOR | $7,138 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $859 | $0 | 2023 |