2023 Form 5500 filing — Carrollton Bank Employees 401(K) And 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 20240731121551NAL0012663843001) for Carrollton Bank Employees 401(K) And Profit Sharing Plan, reported by Carrollton Bank under EIN 37-0207180 and plan number 001. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121551NAL0012663843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrollton Bank
- EIN
- 37-0207180
- Plan number
- 001
- Location
- Carrollton, IL
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,819,681
- Total liabilities (EOY)
- $3,641
- Net assets (EOY)
- $83,816,040
- Employer contributions
- $3,979,732
- Participant contributions
- $2,918,646
- Total income / additions
- $20,746,983
- Benefits paid
- $10,188,028
- Administrative expenses
- $237,457
- Total expenses
- $10,428,865
- Net increase / (decrease)
- $10,318,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneta Group LLC | NONE | $123,912 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $113,545 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $20,269 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |