Pueblo Bank & Trust Company 401(K) Plan & Trust — Form 5500 plan (The Pueblo 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, Pueblo Bank & Trust Company 401(K) Plan & Trust is a benefit plan reported by The Pueblo Bank & Trust Company under EIN 84-0297400 and plan number 003. The latest loaded filing year is 2023. The filing reports 172 participants and $9,604,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pueblo Bank & Trust Company
- EIN
- 84-0297400
- Plan number
- 003
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $9,604,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240731120206NAL0022185489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,604,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,604,154
- Net assets (BOY)
- $7,827,939
Income & contributions
- Employer contributions
- $350,288
- Participant contributions
- $735,244
- Total contributions
- $1,177,533
- Total income / additions
- $2,666,919
Expenses & distributions
- Benefits paid
- $874,175
- Administrative expenses
- $16,529
- Total expenses
- $890,704
- Net increase / (decrease)
- $1,776,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fortner Bayens Levkulich & Garrisi | ACCOUNTANT/AUDITOR | $12,648 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,244 | $0 | 2023 |