First Of Waverly Employee Stock Ownership And Savings Plan & Trust Agreement — Form 5500 plan (First Of Waverly Corporation)
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, First Of Waverly Employee Stock Ownership And Savings Plan & Trust Agreement is a benefit plan reported by First Of Waverly Corporation under EIN 42-1174109 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $17,996,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Of Waverly Corporation
- EIN
- 42-1174109
- Plan number
- 001
- Plan type
- 2
- Location
- Waverly, IA
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $17,996,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | I | 20241008093639NAL0034276546001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,996,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,996,610
- Net assets (BOY)
- $18,046,464
Income & contributions
- Employer contributions
- $242,304
- Participant contributions
- $581,092
- Total income / additions
- $3,498,247
Expenses & distributions
- Benefits paid
- $3,537,498
- Administrative expenses
- $10,603
- Total expenses
- $3,548,101
- Net increase / (decrease)
- -$49,854
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.