Dairy State Bank Retirement Savings Plan — Form 5500 plan (Dairy State Bank)
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, Dairy State Bank Retirement Savings Plan is a benefit plan reported by Dairy State Bank under EIN 39-0848078 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $14,763,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dairy State Bank
- EIN
- 39-0848078
- Plan number
- 001
- Plan type
- 2
- Location
- Rice Lake, WI
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $14,763,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240625084700NAL0004706019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,763,697
- Total liabilities (EOY)
- $12,406
- Net assets (EOY)
- $14,751,291
- Net assets (BOY)
- $13,602,953
Income & contributions
- Employer contributions
- $211,404
- Participant contributions
- $489,416
- Total contributions
- $729,930
- Total income / additions
- $2,879,628
Expenses & distributions
- Benefits paid
- $1,675,874
- Administrative expenses
- $55,416
- Total expenses
- $1,731,290
- Net increase / (decrease)
- $1,148,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Point Inc | NONE | $49,809 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $5,607 | not reported in the loaded dataset | 2023 |