Security Bank & Trust Company 401k Plan — Form 5500 plan (Security Bank & Trust Company)
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, Security Bank & Trust Company 401k Plan is a benefit plan reported by Security Bank & Trust Company under EIN 62-0170940 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $9,013,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Security Bank & Trust Company
- EIN
- 62-0170940
- Plan number
- 001
- Plan type
- 2
- Location
- Paris, TN
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $9,013,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H | 20240903151505NAL0018632129002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,013,310
- Net assets (EOY)
- $9,013,310
- Net assets (BOY)
- $7,572,271
Income & contributions
- Employer contributions
- $381,228
- Participant contributions
- $476,418
- Total contributions
- $859,181
- Total income / additions
- $1,763,158
Expenses & distributions
- Benefits paid
- $270,959
- Administrative expenses
- $51,160
- Total expenses
- $322,119
- Net increase / (decrease)
- $1,441,039
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.