Clay County Savings Bank Employee Stock Ownership Plan — Form 5500 plan (Clay County Savings 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, Clay County Savings Bank Employee Stock Ownership Plan is a benefit plan reported by Clay County Savings Bank under EIN 44-0202690 and plan number 003. The latest loaded filing year is 2023. The filing reports 40 participants and $531,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clay County Savings Bank
- EIN
- 44-0202690
- Plan number
- 003
- Plan type
- 2
- Location
- Liberty, MO
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $531,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20240514102234NAL0045717312001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $531,941
- Net assets (EOY)
- $531,941
- Net assets (BOY)
- $624,369
Income & contributions
- Employer contributions
- $500
- Total income / additions
- -$74,487
Expenses & distributions
- Benefits paid
- $17,941
- Total expenses
- $17,941
- Net increase / (decrease)
- -$92,428
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.