Ohnward Bancshares, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Ohnward Bancshares, Inc.)

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, Ohnward Bancshares, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Ohnward Bancshares, Inc. under EIN 42-0933516 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $12,232,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohnward Bancshares, Inc.
EIN
42-0933516
Plan number
002
Plan type
2
Location
Maquoketa, IA
Latest filing year
2023
Participants
134
End-of-year plan assets
$12,232,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240926163508NAL0001690224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,232,652
Total liabilities (EOY)
$0
Net assets (EOY)
$12,232,652
Net assets (BOY)
$12,438,207

Income & contributions

Total contributions
$0
Total income / additions
$376,707

Expenses & distributions

Benefits paid
$559,629
Administrative expenses
$22,633
Total expenses
$582,262
Net increase / (decrease)
-$205,555

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eide BaillyACCOUNTING$14,000not reported in the loaded dataset2023
Benefit Plans, Inc.TPA$5,780not reported in the loaded dataset2023

Related Form 5500 pages