Adams Bank & Trust 401(K) Plan — Form 5500 plan (Adams 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, Adams Bank & Trust 401(K) Plan is a benefit plan reported by Adams Bank & Trust under EIN 47-0467141 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $31,080,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams Bank & Trust
- EIN
- 47-0467141
- Plan number
- 002
- Plan type
- 2
- Location
- Ogallala, NE
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $31,080,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241011112454NAL0038567584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,080,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,080,168
- Net assets (BOY)
- $27,420,288
Income & contributions
- Employer contributions
- $562,981
- Participant contributions
- $1,229,047
- Total contributions
- $2,211,012
- Total income / additions
- $6,726,626
Expenses & distributions
- Benefits paid
- $2,920,792
- Administrative expenses
- $145,954
- Total expenses
- $3,066,746
- Net increase / (decrease)
- $3,659,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,803 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $71,151 | not reported in the loaded dataset | 2023 |