Wtb Financial Corporation Pension Plan — Form 5500 plan (Wtb Financial Corporation)

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, Wtb Financial Corporation Pension Plan is a benefit plan reported by Wtb Financial Corporation under EIN 91-1150490 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $80,788,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wtb Financial Corporation
EIN
91-1150490
Plan number
001
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
447
End-of-year plan assets
$80,788,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20240930102325NAL0002551107005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,788,518
Net assets (EOY)
$80,788,518
Net assets (BOY)
$78,369,970

Income & contributions

Total income / additions
$6,364,919

Expenses & distributions

Benefits paid
$3,644,999
Administrative expenses
$301,372
Total expenses
$3,946,371
Net increase / (decrease)
$2,418,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investment LLCFIDUCIARY$161,703$02023

Related Form 5500 pages