2023 Form 5500 filing — Pyramax Bank, Fsb 401(K) Savings 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 20240702145104NAL0005163361001) for Pyramax Bank, Fsb 401(K) Savings Plan, reported by Pyramax Bank, Fsb under EIN 39-0624390 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702145104NAL0005163361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pyramax Bank, Fsb
- EIN
- 39-0624390
- Plan number
- 002
- Location
- Greenfield, WI
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,664,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,664,166
- Employer contributions
- $421,131
- Participant contributions
- $676,761
- Total income / additions
- $2,539,990
- Benefits paid
- $1,472,992
- Administrative expenses
- $9,835
- Total expenses
- $1,482,827
- Net increase / (decrease)
- $1,057,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Peak Retirement Group | CONTRACT ADMIN | $4,505 | $4,883 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,330 | $0 |