Community State Bank Employee Stock Ownership Plan And Trust — Form 5500 plan (Community State Bank And Union Bancorporation)
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, Community State Bank Employee Stock Ownership Plan And Trust is a benefit plan reported by Community State Bank And Union Bancorporation under EIN 39-0634530 and plan number 003. The latest loaded filing year is 2023. The filing reports 87 participants and $17,881,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community State Bank And Union Bancorporation
- EIN
- 39-0634530
- Plan number
- 003
- Plan type
- 2
- Location
- Union Grove, WI
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $17,881,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240917133323NAL0006686914001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,881,290
- Total liabilities (EOY)
- $5,470,319
- Net assets (EOY)
- $12,410,971
- Net assets (BOY)
- $13,013,904
Income & contributions
- Employer contributions
- $907,594
- Participant contributions
- $0
- Total income / additions
- $1,325,444
Expenses & distributions
- Benefits paid
- $1,696,050
- Administrative expenses
- $12,509
- Total expenses
- $1,928,377
- Net increase / (decrease)
- -$602,933
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.