2023 Form 5500 filing — North Jackson Bank 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 20240723162515NAL0007506803001) for North Jackson Bank Employee Stock Ownership Plan, reported by First Jackson Bank under EIN 63-0800802 and plan number 001. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,666,041
Participants69
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723162515NAL0007506803001
Plan sponsor
First Jackson Bank
EIN
63-0800802
Plan number
001
Location
Stevenson, AL
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)$2.7M total assets
Net assets$2.7MLiabilities$1.2K
Money in vs. money out
Total income / additions$321.2K
Total expenses$270.7K
Benefits paid / distributions$270.7K
Contributions
Employer$72K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,667,203
Total liabilities (EOY)
$1,162
Net assets (EOY)
$2,666,041
Employer contributions
$72,000
Total income / additions
$321,162
Benefits paid
$270,670
Total expenses
$270,670
Net increase / (decrease)
$50,492

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723162515NAL0007506803001 cover?
It is the 2023 Form 5500 filing for North Jackson Bank Employee Stock Ownership Plan, reported by First Jackson Bank (EIN 63-0800802).
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