2023 Form 5500 filing — Nsb Profit Sharing 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 20241001105804NAL0003918675001) for Nsb Profit Sharing 401(K) Plan, reported by The North Side Bank & Trust Co. under EIN 31-0393100 and plan number 002. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001105804NAL0003918675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The North Side Bank & Trust Co.
- EIN
- 31-0393100
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,878,052
- Net assets (EOY)
- $17,878,052
- Employer contributions
- $450,000
- Participant contributions
- $453,835
- Total income / additions
- $4,247,196
- Benefits paid
- $1,117,370
- Administrative expenses
- $47,066
- Total expenses
- $1,164,436
- Net increase / (decrease)
- $3,082,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Souders Financial Advisors LLC | INVESTMENT ADVISOR | $22,171 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $900 | $0 |