Sullivan Bancshares, Inc. Employee Savings And Retirement Plan — Form 5500 plan (Sullivan Bancshares, Inc.)
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, Sullivan Bancshares, Inc. Employee Savings And Retirement Plan is a benefit plan reported by Sullivan Bancshares, Inc. under EIN 37-1203570 and plan number 004. The latest loaded filing year is 2023. The filing reports 23 participants and $2,973,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sullivan Bancshares, Inc.
- EIN
- 37-1203570
- Plan number
- 004
- Plan type
- 2
- Location
- Sullivan, IL
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $2,973,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240724124049NAL0012953121001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,973,744
- Net assets (EOY)
- $2,973,744
- Net assets (BOY)
- $3,375,501
Income & contributions
- Employer contributions
- $42,112
- Participant contributions
- $85,424
- Total income / additions
- $205,525
Expenses & distributions
- Benefits paid
- $607,282
- Total expenses
- $607,282
- Net increase / (decrease)
- -$401,757
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.