Edmonton Bancshares 401(K) Plan — Form 5500 plan (Edmonton Bancshares, 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, Edmonton Bancshares 401(K) Plan is a benefit plan reported by Edmonton Bancshares, Inc. under EIN 61-1024153 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $9,852,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edmonton Bancshares, Inc.
EIN
61-1024153
Plan number
001
Plan type
2
Location
Glasgow, KY
Latest filing year
2023
Participants
189
End-of-year plan assets
$9,852,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20240911133217NAL0008552593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,852,858
Total liabilities (EOY)
$0
Net assets (EOY)
$9,852,858
Net assets (BOY)
$7,855,071

Income & contributions

Employer contributions
$269,218
Participant contributions
$435,043
Total contributions
$753,675
Total income / additions
$2,240,987

Expenses & distributions

Benefits paid
$242,441
Administrative expenses
$759
Total expenses
$243,200
Net increase / (decrease)
$1,997,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$759$02023

Related Form 5500 pages