2023 Form 5500 filing — First Of Waverly Employee Stock Ownership And Savings Plan & Trust Agreement
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 20241008093639NAL0034276546001) for First Of Waverly Employee Stock Ownership And Savings Plan & Trust Agreement, reported by First Of Waverly Corporation under EIN 42-1174109 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008093639NAL0034276546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Of Waverly Corporation
- EIN
- 42-1174109
- Plan number
- 001
- Location
- Waverly, IA
- Participants
- 114
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,996,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,996,610
- Employer contributions
- $242,304
- Participant contributions
- $581,092
- Total income / additions
- $3,498,247
- Benefits paid
- $3,537,498
- Administrative expenses
- $10,603
- Total expenses
- $3,548,101
- Net increase / (decrease)
- -$49,854
- Schedule source
- Schedule I