The American National Bank Of Beaver Dam Employee Stock Ownership Plan — Form 5500 plan (American National Bank Of Beaver Dam)
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 American National Bank Of Beaver Dam Employee Stock Ownership Plan is a benefit plan reported by American National Bank Of Beaver Dam under EIN 39-1501073 and plan number 003. The latest loaded filing year is 2023. The filing reports 64 participants and $5,878,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American National Bank Of Beaver Dam
- EIN
- 39-1501073
- Plan number
- 003
- Plan type
- 2
- Location
- Beaver Dam, WI
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $5,878,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I | 20240711095219NAL0024658480001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,878,895
- Total liabilities (EOY)
- $611,619
- Net assets (EOY)
- $5,267,276
- Net assets (BOY)
- $4,331,019
Income & contributions
- Employer contributions
- $8,352
- Participant contributions
- $0
- Total income / additions
- $966,369
Expenses & distributions
- Benefits paid
- $5,555
- Administrative expenses
- $0
- Total expenses
- $30,112
- Net increase / (decrease)
- $936,257
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.