Marion County State Bank Employee Stock Ownership And Savings Plan — Form 5500 plan (Marion County 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, Marion County State Bank Employee Stock Ownership And Savings Plan is a benefit plan reported by Marion County State Bank under EIN 42-0395450 and plan number 001. The latest loaded filing year is 2023. The filing reports 85 participants and $20,301,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marion County State Bank
- EIN
- 42-0395450
- Plan number
- 001
- Plan type
- 2
- Location
- Pella, IA
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $20,301,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20240718105943NAL0005418737001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,301,880
- Net assets (EOY)
- $20,301,880
- Net assets (BOY)
- $18,579,222
Income & contributions
- Employer contributions
- $291,355
- Participant contributions
- $521,353
- Total income / additions
- $2,501,978
Expenses & distributions
- Benefits paid
- $766,750
- Total expenses
- $779,320
- Net increase / (decrease)
- $1,722,658
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.