2023 Form 5500 filing — Wolcott Bancorp 401(K) Profit Sharing 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 20241004120755NAL0020380544001) for Wolcott Bancorp 401(K) Profit Sharing Plan, reported by Wolcott Bancorp under EIN 35-0786722 and plan number 002. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,070,591
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004120755NAL0020380544001
Plan sponsor
Wolcott Bancorp
EIN
35-0786722
Plan number
002
Location
Wolcott, IN
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)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$906.4K
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$122.1K
Participant$126.9K
Full reported line items
Total assets (EOY)
$5,070,591
Net assets (EOY)
$5,070,591
Employer contributions
$122,100
Participant contributions
$126,903
Total income / additions
$906,368
Benefits paid
$1,786,195
Administrative expenses
$23,854
Total expenses
$1,810,049
Net increase / (decrease)
-$903,681

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004120755NAL0020380544001 cover?
It is the 2023 Form 5500 filing for Wolcott Bancorp 401(K) Profit Sharing Plan, reported by Wolcott Bancorp (EIN 35-0786722).
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