Planters Bank And Trust Company Employee Stock Ownership Plan — Form 5500 plan (Planters Bank And 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, Planters Bank And Trust Company Employee Stock Ownership Plan is a benefit plan reported by Planters Bank And Trust Company under EIN 64-0223390 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $22,485,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planters Bank And Trust Company
- EIN
- 64-0223390
- Plan number
- 001
- Plan type
- 2
- Location
- Indianola, MS
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $22,485,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H | 20241011181353NAL0037950864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,485,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,485,078
- Net assets (BOY)
- $22,086,922
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,178,967
Expenses & distributions
- Benefits paid
- $780,661
- Administrative expenses
- $150
- Total expenses
- $780,811
- Net increase / (decrease)
- $398,156
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.