Plan5500

Bna 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, Bna Bank (EIN 64-0117070) is a plan sponsor located in New Albany, MS with 1 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
64-0117070
Location
New Albany, MS
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bna Bank

  • 1 loaded plans hold $10.6M in reported assets.
  • The largest, Bna Bank Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 98 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,654,337
Total reported assets$10.6M$10,604,337
Total reported participants98
Total reported liabilities$950K$950,000

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$9.7MLiabilities$950K
Contributions & income
Employer contributions$180K
Participant contributionsNot reported
Total income / additions$972.3K
Expenses & distributions
Benefits paid / distributions$53.5K
Total expenses$53.5K
Net increase / (decrease)$918.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bna Bank Employee Stock Ownership Plan
Participants per plan98Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bna Bank Employee Stock Ownership Plan$10.6M
    Plan #002 · 98 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bna Bank. Open one for its full reported snapshot.

  1. 2023
    Bna Bank Employee Stock Ownership Plan98 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bna Bank report on Form 5500?
Bna Bank (EIN 64-0117070) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bna Bank?
The Employer Identification Number (EIN) reported for Bna Bank is 64-0117070.
What is the latest Form 5500 filing year for Bna Bank?
The latest loaded Form 5500 filing year for Bna Bank is 2023.

Related Form 5500 pages