Wilson Bank And Trust Company 401(K) Plan — Form 5500 plan (Wilson 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, Wilson Bank And Trust Company 401(K) Plan is a benefit plan reported by Wilson Bank & Trust Company under EIN 62-1310217 and plan number 001. The latest loaded filing year is 2023. The filing reports 748 participants and $76,189,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Bank & Trust Company
- EIN
- 62-1310217
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, TN
- Latest filing year
- 2023
- Participants
- 748
- End-of-year plan assets
- $76,189,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241010151708NAL0040620210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,189,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,189,740
- Net assets (BOY)
- $62,872,864
Income & contributions
- Employer contributions
- $3,433,858
- Participant contributions
- $3,532,843
- Total contributions
- $7,474,663
- Total income / additions
- $18,347,423
Expenses & distributions
- Benefits paid
- $4,973,596
- Administrative expenses
- $56,951
- Total expenses
- $5,030,547
- Net increase / (decrease)
- $13,316,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $56,951 | $0 | 2023 |