2023 Form 5500 filing — The American National Bank Of Beaver Dam 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 20240711095219NAL0024658480001) for The American National Bank Of Beaver Dam Employee Stock Ownership Plan, reported by American National Bank Of Beaver Dam under EIN 39-1501073 and plan number 003. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240711095219NAL0024658480001
Filing year
2023
Form type
2
Plan sponsor
American National Bank Of Beaver Dam
EIN
39-1501073
Plan number
003
Location
Beaver Dam, WI
Participants
64
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,878,895
Total liabilities (EOY)
$611,619
Net assets (EOY)
$5,267,276
Employer contributions
$8,352
Participant contributions
$0
Total income / additions
$966,369
Benefits paid
$5,555
Administrative expenses
$0
Total expenses
$30,112
Net increase / (decrease)
$936,257
Schedule source
Schedule I

Related Form 5500 pages