2023 Form 5500 filing — The Conway National Bank Profit-Sharing And Savings 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 20241004160013NAL0011621713001) for The Conway National Bank Profit-Sharing And Savings Plan, reported by The Conway National Bank under EIN 57-0146256 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004160013NAL0011621713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Conway National Bank
- EIN
- 57-0146256
- Plan number
- 002
- Location
- Conway, SC
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,246,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,246,940
- Employer contributions
- $505,843
- Participant contributions
- $1,285,270
- Total income / additions
- $7,227,882
- Benefits paid
- $2,291,608
- Administrative expenses
- $109,252
- Total expenses
- $2,400,860
- Net increase / (decrease)
- $4,827,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | NONE | $65,000 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $44,252 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |