How many benefit plans does Security Financial Bank report on Form 5500?

Security Financial Bank (EIN 39-0605225) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Security Financial Bank?

The Employer Identification Number (EIN) reported for Security Financial Bank is 39-0605225.

What is the latest Form 5500 filing year for Security Financial Bank?

The latest loaded Form 5500 filing year for Security Financial Bank is 2023.

Security Financial Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Security Financial Bank (EIN 39-0605225) is a plan sponsor located in Eau Claire, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-0605225
Location: Eau Claire, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,569,267
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $13,569,267

Contributions & income

Employer contributions: $373,940
Participant contributions: $659,023
Total income / additions: $2,798,688

Expenses & distributions

Benefits paid / distributions: $1,490,809
Total expenses: $1,535,866
Net increase / (decrease): $1,262,822

Coverage

Total reported participants: 278
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Security Financial Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Security Financial Bank 401(K) Savings Plan	002	178	$13,569,267	2023
Security Financial Bank, Health And Welfare Plan	501	100	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Security Financial Bank
Year	Plan	Participants	Schedules	Filing
2023	Security Financial Bank, Health And Welfare Plan	100	—	20240819110633NAL0001418881001
2023	Security Financial Bank 401(K) Savings Plan	178	H, C	20240917111050NAL0002697601001