2023 Form 5500 filing — Security Agency, Inc. 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 20240816114628NAL0008272323001) for Security Agency, Inc. Employee Stock Ownership Plan, reported by Decorah Bank & Trust Company under EIN 42-0515840 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.4MReported net assets$13,367,726
Participants149
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240816114628NAL0008272323001
- Plan sponsor
- Decorah Bank & Trust Company
- EIN
- 42-0515840
- Plan number
- 001
- Location
- Decorah, IA
- 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 H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,367,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,367,726
- Employer contributions
- $451,278
- Total income / additions
- $587,499
- Benefits paid
- $1,175,815
- Administrative expenses
- $0
- Total expenses
- $1,175,815
- Net increase / (decrease)
- -$588,316