The Stephenson National Bank & Trust Employee'S Retirement Savings Plan — Form 5500 plan (The Stephenson National Bank & Trust)
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 Stephenson National Bank & Trust Employee'S Retirement Savings Plan is a benefit plan reported by The Stephenson National Bank & Trust under EIN 39-0638020 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $24,562,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Stephenson National Bank & Trust
- EIN
- 39-0638020
- Plan number
- 002
- Plan type
- 2
- Location
- Marinette, WI
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $24,562,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241002131128NAL0016629282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,562,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,562,639
- Net assets (BOY)
- $21,270,043
Income & contributions
- Employer contributions
- $494,607
- Participant contributions
- $799,720
- Total contributions
- $1,296,495
- Total income / additions
- $4,599,397
Expenses & distributions
- Benefits paid
- $1,290,909
- Administrative expenses
- $15,892
- Total expenses
- $1,306,801
- Net increase / (decrease)
- $3,292,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kerber Rose Sc | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Map Retirement | TPA | $6,092 | not reported in the loaded dataset | 2023 |