D.L. Evans Bank Employees Stock Ownership Plan And Trust — Form 5500 plan (D.L. Evans Bank)

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, D.L. Evans Bank Employees Stock Ownership Plan And Trust is a benefit plan reported by D.L. Evans Bank under EIN 82-0117415 and plan number 002. The latest loaded filing year is 2023. The filing reports 569 participants and $39,620,230 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38.6MPlan net assets, end of year$38,638,448
Participants569Covered participants reported
Assets / participant$69.6KComputed: assets ÷ participants$69,631 (computed)
Provider compensationNone reported
Plan sponsor
D.L. Evans Bank
EIN
82-0117415
Plan number
002
Plan type
2
Location
Burley, ID
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023569H20241010173948NAL0036606512001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.6M total assets
Net assets$38.6MLiabilities$981.8K
Money in vs. money out
Total income / additions$5.3M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$39,620,230
Total liabilities (EOY)
$981,782
Net assets (EOY)
$38,638,448
Net assets (BOY)
$34,660,173

Income & contributions

Employer contributions
$1,685,708
Total contributions
$1,685,708
Total income / additions
$5,344,713

Expenses & distributions

Benefits paid
$1,320,771
Administrative expenses
$0
Total expenses
$1,366,438
Net increase / (decrease)
$3,978,275
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income25%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages