The Farmers State Bank Of Waupaca Profit Sharing 401(K) Plan — Form 5500 plan (The Farmers State Bank Of Waupaca)
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, The Farmers State Bank Of Waupaca Profit Sharing 401(K) Plan is a benefit plan reported by The Farmers State Bank Of Waupaca under EIN 39-0274009 and plan number 003. The latest loaded filing year is 2023. The filing reports 50 participants and $8,657,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Farmers State Bank Of Waupaca
- EIN
- 39-0274009
- Plan number
- 003
- Plan type
- 2
- Location
- Waupaca, WI
- Latest filing year
- 2023
- Participants
- 50
- End-of-year plan assets
- $8,657,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50 | I | 20240619164041NAL0000351009001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,657,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,657,041
- Net assets (BOY)
- $8,965,052
Income & contributions
- Employer contributions
- $323,122
- Participant contributions
- $220,057
- Total income / additions
- $2,003,228
Expenses & distributions
- Benefits paid
- $2,311,053
- Administrative expenses
- $186
- Total expenses
- $2,311,239
- Net increase / (decrease)
- -$308,011
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.