Wilson & Muir Bancorp, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Wilson & Muir Bancorp, 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, Wilson & Muir Bancorp, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Wilson & Muir Bancorp, Inc. under EIN 61-1032960 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $20,897,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilson & Muir Bancorp, Inc.
EIN
61-1032960
Plan number
001
Plan type
2
Location
Bardstown, KY
Latest filing year
2023
Participants
168
End-of-year plan assets
$20,897,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241010131705NAL0034111088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,897,652
Total liabilities (EOY)
$0
Net assets (EOY)
$20,897,652
Net assets (BOY)
$17,730,281

Income & contributions

Employer contributions
$658,105
Participant contributions
$602,452
Total contributions
$1,269,684
Total income / additions
$3,685,429

Expenses & distributions

Benefits paid
$408,023
Administrative expenses
$110,035
Total expenses
$518,058
Net increase / (decrease)
$3,167,371

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN$61,537$02023
Mahurin Wealth AdvisorsINVESTMENT ADVISOR$36,171not reported in the loaded dataset2023
Crowe LlpAUDITOR$12,328not reported in the loaded dataset2023

Related Form 5500 pages