2023 Form 5500 filing — Ohnward Bancshares, Inc. Employee Stock Ownership Plan And Trust
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 20240926163508NAL0001690224001) for Ohnward Bancshares, Inc. Employee Stock Ownership Plan And Trust, reported by Ohnward Bancshares, Inc. under EIN 42-0933516 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926163508NAL0001690224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohnward Bancshares, Inc.
- EIN
- 42-0933516
- Plan number
- 002
- Location
- Maquoketa, IA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,232,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,232,652
- Total income / additions
- $376,707
- Benefits paid
- $559,629
- Administrative expenses
- $22,633
- Total expenses
- $582,262
- Net increase / (decrease)
- -$205,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eide Bailly | ACCOUNTING | $14,000 | not reported in the loaded dataset |
| Benefit Plans, Inc. | TPA | $5,780 | not reported in the loaded dataset |