2023 Form 5500 filing — North Shore Trust And Savings Esop

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 20241003092922NAL0020188674001) for North Shore Trust And Savings Esop, reported by North Shore Trust And Savings under EIN 87-2522769 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$133.9KReported net assets$133,869
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003092922NAL0020188674001
Plan sponsor
North Shore Trust And Savings
EIN
87-2522769
Plan number
001
Location
Waukegan, IL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$133.9KLiabilities$4M
Money in vs. money out
Total income / additions$39.7K
Total expenses$134.7K
Benefits paid / distributionsNot reported
Contributions
Employer$307.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,106,760
Total liabilities (EOY)
$3,972,891
Net assets (EOY)
$133,869
Employer contributions
$307,467
Total income / additions
$39,729
Total expenses
$134,733
Net increase / (decrease)
-$95,004

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003092922NAL0020188674001 cover?
It is the 2023 Form 5500 filing for North Shore Trust And Savings Esop, reported by North Shore Trust And Savings (EIN 87-2522769).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages