2023 Form 5500 filing — Sb Financial Group 401(K)
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 20240722154930NAL0010770865001) for Sb Financial Group 401(K), reported by Sb Financial Group under EIN 34-1395608 and plan number 003. It reports 413 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)$32.3MReported net assets$32,349,038
Participants413
Provider compensation$86.6K2 Schedule C row(s)$86,569
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240722154930NAL0010770865001
- Plan sponsor
- Sb Financial Group
- EIN
- 34-1395608
- Plan number
- 003
- Location
- Defiance, OH
- 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)$32.3M total assets
Net assets$32.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,349,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,349,038
- Employer contributions
- $623,674
- Participant contributions
- $1,283,681
- Total income / additions
- $6,450,300
- Benefits paid
- $5,575,998
- Administrative expenses
- $86,569
- Total expenses
- $5,662,567
- Net increase / (decrease)
- $787,733
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Bank And Trust Company | NONE | $82,497 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | NONE | $4,072 | $0 |