Pioneer Bank & Trust Employees Profit Sharing Retirement Plan — Form 5500 plan (Pioneer Bank & Trust)
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, Pioneer Bank & Trust Employees Profit Sharing Retirement Plan is a benefit plan reported by Pioneer Bank & Trust under EIN 46-0108155 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $19,390,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Bank & Trust
- EIN
- 46-0108155
- Plan number
- 001
- Plan type
- 2
- Location
- Spearfish, SD
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $19,390,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241015155507NAL0015020403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,390,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,390,951
- Net assets (BOY)
- $16,364,876
Income & contributions
- Employer contributions
- $742,000
- Participant contributions
- $466,493
- Total contributions
- $1,226,491
- Total income / additions
- $3,934,120
Expenses & distributions
- Benefits paid
- $907,920
- Administrative expenses
- $125
- Total expenses
- $908,045
- Net increase / (decrease)
- $3,026,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $125 | $0 | 2023 |