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, Finlayson Bancshares, Inc. Esop With 401k Provisions is a benefit plan reported by Finlayson Bancshares, Inc. under EIN 41-1396929 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $30,040,743 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,040,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,040,743
- Net assets (BOY)
- $29,508,220
Income & contributions
- Employer contributions
- $412,347
- Participant contributions
- $751,956
- Total contributions
- $1,317,480
- Total income / additions
- $3,517,770
Expenses & distributions
- Benefits paid
- $2,940,831
- Administrative expenses
- $44,416
- Total expenses
- $2,985,247
- Net increase / (decrease)
- $532,523