2023 Form 5500 filing — First Business Financial Services 401(K) 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 20240916134433NAL0001562257001) for First Business Financial Services 401(K) Plan, reported by First Business Financial Services under EIN 39-1576570 and plan number 002. It reports 423 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)$79.8MReported net assets$79,826,366
Participants423
Provider compensation$38.4K3 Schedule C row(s)$38,376
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916134433NAL0001562257001
Plan sponsor
First Business Financial Services
EIN
39-1576570
Plan number
002
Location
Madison, WI
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)$79.8M total assets
Net assets$79.8MLiabilities$0
Money in vs. money out
Total income / additions$20.7M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$3M
Participant$3.6M
Full reported line items
Total assets (EOY)
$79,826,366
Total liabilities (EOY)
$0
Net assets (EOY)
$79,826,366
Employer contributions
$3,000,940
Participant contributions
$3,632,186
Total income / additions
$20,705,376
Benefits paid
$3,408,533
Administrative expenses
$25,542
Total expenses
$3,434,075
Net increase / (decrease)
$17,271,301
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $25.5K · Indirect $0
  2. 2
    NONE · Direct $0 · Indirect $12.8K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916134433NAL0001562257001 cover?
It is the 2023 Form 5500 filing for First Business Financial Services 401(K) Plan, reported by First Business Financial Services (EIN 39-1576570).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages