Security State Bancshares, Inc. Employee Stock Ownership Plan — Form 5500 plan (Focus 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, Security State Bancshares, Inc. Employee Stock Ownership Plan is a benefit plan reported by Focus Bank under EIN 43-0271450 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $6,714,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Focus Bank
EIN
43-0271450
Plan number
002
Plan type
2
Location
Charleston, MO
Latest filing year
2023
Participants
198
End-of-year plan assets
$6,714,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H20241013160010NAL0012492227006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,714,924
Net assets (EOY)
$6,714,924
Net assets (BOY)
$6,314,918

Income & contributions

Employer contributions
$35,000
Total contributions
$35,000
Total income / additions
$532,193

Expenses & distributions

Benefits paid
$132,187
Total expenses
$132,187
Net increase / (decrease)
$400,006

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages