Clare Bank, Na 401(K) Profit Sharing Plan — Form 5500 plan (Clare Bank, Na)
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, Clare Bank, Na 401(K) Profit Sharing Plan is a benefit plan reported by Clare Bank, Na under EIN 39-0634425 and plan number 002. The latest loaded filing year is 2023. The filing reports 49 participants and $4,458,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clare Bank, Na
- EIN
- 39-0634425
- Plan number
- 002
- Plan type
- 2
- Location
- Platteville, WI
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $4,458,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240711153152NAL0016459761001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,458,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,458,451
- Net assets (BOY)
- $3,865,699
Income & contributions
- Employer contributions
- $82,987
- Participant contributions
- $94,320
- Total income / additions
- $809,261
Expenses & distributions
- Benefits paid
- $216,509
- Administrative expenses
- $0
- Total expenses
- $216,509
- Net increase / (decrease)
- $592,752
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.