Maries County Bancorp, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Maries County Bancorp, 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, Maries County Bancorp, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Maries County Bancorp, Inc. under EIN 43-1322028 and plan number 003. The latest loaded filing year is 2023. The filing reports 152 participants and $9,563,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maries County Bancorp, Inc.
EIN
43-1322028
Plan number
003
Plan type
2
Location
Vienna, MO
Latest filing year
2023
Participants
152
End-of-year plan assets
$9,563,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20240723162454NAL0007505987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,563,827
Net assets (EOY)
$9,563,827
Net assets (BOY)
$7,762,274

Income & contributions

Employer contributions
$183,484
Participant contributions
$391,169
Total contributions
$574,653
Total income / additions
$1,919,087

Expenses & distributions

Benefits paid
$78,266
Administrative expenses
$39,268
Total expenses
$117,534
Net increase / (decrease)
$1,801,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Wealth Advisors, LLCNONE$18,633not reported in the loaded dataset2023
The Newport Group, Inc.NONE$17,286not reported in the loaded dataset2023
The Newport Trust CompanyNONE$3,350$02023

Related Form 5500 pages