Park Bank 401(K) Plan — Form 5500 plan (Park 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, Park Bank 401(K) Plan is a benefit plan reported by Park Bank under EIN 39-1076859 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $23,227,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Park Bank
- EIN
- 39-1076859
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $23,227,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241015083909NAL0056656194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,227,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,227,947
- Net assets (BOY)
- $20,345,116
Income & contributions
- Employer contributions
- $687,190
- Participant contributions
- $1,157,267
- Total contributions
- $2,571,450
- Total income / additions
- $6,176,529
Expenses & distributions
- Benefits paid
- $3,219,158
- Administrative expenses
- $74,540
- Total expenses
- $3,293,698
- Net increase / (decrease)
- $2,882,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Capital Management LLC | INVESTMENT ADVISOR | $43,492 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,612 | $0 | 2023 |
| Peak Retirement Group | CONTRACT ADMIN | $2,317 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,217 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Park Bank
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Park Capital Management LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Peak Retirement Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation