2023 Form 5500 filing — The Stock Exchange Bank 401(K) Plan Tr.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240209143006NAL0006308608001) for The Stock Exchange Bank 401(K) Plan Tr., reported by Stock Exchange Bank under EIN 48-0438970 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,020,314
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240209143006NAL0006308608001
Plan sponsor
Stock Exchange Bank
EIN
48-0438970
Plan number
001
Location
Caldwell, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities
Money in vs. money out
Total income / additions$157.9K
Total expenses$261.5K
Benefits paid / distributions$254.7K
Contributions
Employer$43.1K
Participant$40.5K
Full reported line items
Total assets (EOY)
$1,020,314
Net assets (EOY)
$1,020,314
Employer contributions
$43,110
Participant contributions
$40,531
Total income / additions
$157,886
Benefits paid
$254,706
Administrative expenses
$6,757
Total expenses
$261,463
Net increase / (decrease)
-$103,577

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240209143006NAL0006308608001 cover?
It is the 2023 Form 5500 filing for The Stock Exchange Bank 401(K) Plan Tr., reported by Stock Exchange Bank (EIN 48-0438970).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages