2023 Form 5500 filing — The Exchange Bank Of Alabama Retirement Plan

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 20240418193537NAL0003721667001) for The Exchange Bank Of Alabama Retirement Plan, reported by The Exchange Bank Of Alabama under EIN 63-0073830 and plan number 001. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,740,306
Participants74
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240418193537NAL0003721667001
Plan sponsor
The Exchange Bank Of Alabama
EIN
63-0073830
Plan number
001
Location
Altoona, AL
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)$6.7M total assets
Net assets$6.7MLiabilities$702
Money in vs. money out
Total income / additions$1.1M
Total expenses$296.6K
Benefits paid / distributions$284K
Contributions
Employer$188.8K
Participant$228K
Full reported line items
Total assets (EOY)
$6,741,008
Total liabilities (EOY)
$702
Net assets (EOY)
$6,740,306
Employer contributions
$188,836
Participant contributions
$227,975
Total income / additions
$1,091,884
Benefits paid
$283,984
Administrative expenses
$12,660
Total expenses
$296,644
Net increase / (decrease)
$795,240

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240418193537NAL0003721667001 cover?
It is the 2023 Form 5500 filing for The Exchange Bank Of Alabama Retirement Plan, reported by The Exchange Bank Of Alabama (EIN 63-0073830).
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