Plan5500

First National Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions — Form 5500 plan (First National 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, First National Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions is a benefit plan reported by First National Bancorp, Inc. under EIN 81-0433412 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $12,538,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First National Bancorp, Inc.
EIN
81-0433412
Plan number
002
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
164
End-of-year plan assets
$12,538,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240926092335NAL0000247619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,538,238
Total liabilities (EOY)
$6,184
Net assets (EOY)
$12,532,054
Net assets (BOY)
$11,443,259

Income & contributions

Employer contributions
$210,961
Participant contributions
$372,995
Total contributions
$594,288
Total income / additions
$1,872,229

Expenses & distributions

Benefits paid
$728,942
Administrative expenses
$54,492
Total expenses
$783,434
Net increase / (decrease)
$1,088,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance Co-UsaRECORD KEEPER$725$02023

Related Form 5500 pages