2023 Form 5500 filing — Sundance State Bank Profit Sharing And Employee Stock Ownership 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 20240701164554NAL0003024819001) for Sundance State Bank Profit Sharing And Employee Stock Ownership Plan, reported by Sundance State Bank under EIN 83-0149243 and plan number 002. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,715,677
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701164554NAL0003024819001
Plan sponsor
Sundance State Bank
EIN
83-0149243
Plan number
002
Location
Sundance, WY
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)$5.7M total assets
Net assets$5.7MLiabilities
Money in vs. money out
Total income / additions$783.8K
Total expenses$333.1K
Benefits paid / distributions$325.9K
Contributions
Employer$380K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,715,677
Net assets (EOY)
$5,715,677
Employer contributions
$380,000
Total income / additions
$783,753
Benefits paid
$325,863
Administrative expenses
$7,275
Total expenses
$333,138
Net increase / (decrease)
$450,615

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701164554NAL0003024819001 cover?
It is the 2023 Form 5500 filing for Sundance State Bank Profit Sharing And Employee Stock Ownership Plan, reported by Sundance State Bank (EIN 83-0149243).
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