Independent Community Bankers Of America Savings And Thrift Plan — Form 5500 plan (Independent Community Bankers Of America)
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, Independent Community Bankers Of America Savings And Thrift Plan is a benefit plan reported by Independent Community Bankers Of America under EIN 41-0327400 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $57,538,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independent Community Bankers Of America
- EIN
- 41-0327400
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $57,538,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20240731073118NAL0012507779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,538,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,538,432
- Net assets (BOY)
- $48,384,264
Income & contributions
- Employer contributions
- $1,762,759
- Participant contributions
- $2,681,036
- Total contributions
- $5,257,077
- Total income / additions
- $14,752,818
Expenses & distributions
- Benefits paid
- $5,537,487
- Administrative expenses
- $61,163
- Total expenses
- $5,598,650
- Net increase / (decrease)
- $9,154,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,204 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |