Equitable Bank Employee Stock Ownership Plan — Form 5500 plan (Equitable 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, Equitable Bank Employee Stock Ownership Plan is a benefit plan reported by Equitable Bank under EIN 47-0151910 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $2,615,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equitable Bank
EIN
47-0151910
Plan number
002
Plan type
2
Location
Grand Island, NE
Latest filing year
2023
Participants
109
End-of-year plan assets
$2,615,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109I20240613144451NAL0030680305001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,615,866
Total liabilities (EOY)
$642,084
Net assets (EOY)
$1,973,782
Net assets (BOY)
$2,216,488

Income & contributions

Employer contributions
$82,413
Participant contributions
$0
Total income / additions
-$185,917

Expenses & distributions

Benefits paid
$34,517
Administrative expenses
$0
Total expenses
$56,789
Net increase / (decrease)
-$242,706

Service provider compensation (Schedule C)

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

Related Form 5500 pages