2023 Form 5500 filing — North Adams State Bank Of Ursa 401k Profit Sharing 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 20240628180249NAL0001204705001) for North Adams State Bank Of Ursa 401k Profit Sharing Plan, reported by North Adams State Bank Of Ursa under EIN 37-1087077 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,170,652
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628180249NAL0001204705001
Plan sponsor
North Adams State Bank Of Ursa
EIN
37-1087077
Plan number
001
Location
Ursa, IL
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$313.4K
Total expenses$183.2K
Benefits paid / distributions$183.2K
Contributions
Employer$52.7K
Participant$38.5K
Full reported line items
Total assets (EOY)
$1,170,652
Total liabilities (EOY)
$0
Net assets (EOY)
$1,170,652
Employer contributions
$52,726
Participant contributions
$38,452
Total income / additions
$313,434
Benefits paid
$183,180
Administrative expenses
$0
Total expenses
$183,180
Net increase / (decrease)
$130,254

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628180249NAL0001204705001 cover?
It is the 2023 Form 5500 filing for North Adams State Bank Of Ursa 401k Profit Sharing Plan, reported by North Adams State Bank Of Ursa (EIN 37-1087077).
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