2023 Form 5500 filing — Fortress Bank 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 20240722110331NAL0010319633001) for Fortress Bank Profit Sharing Plan, reported by Fortress Bank under EIN 37-1232652 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9MReported net assets$8,985,556
Participants136
Provider compensation$1K1 Schedule C row(s)$1,040
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240722110331NAL0010319633001
- Plan sponsor
- Fortress Bank
- EIN
- 37-1232652
- Plan number
- 001
- Location
- La Harpe, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,985,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,985,556
- Employer contributions
- $326,515
- Participant contributions
- $651,015
- Total income / additions
- $2,412,005
- Benefits paid
- $273,391
- Administrative expenses
- $1,040
- Total expenses
- $275,735
- Net increase / (decrease)
- $2,136,270
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankers Trust Company | NONE | $1,040 | $0 |