2023 Form 5500 filing — Pioneer Bank 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 20241008110809NAL0017440689001) for Pioneer Bank 401(K) Plan, reported by Pioneer Bank under EIN 85-0065555 and plan number 004. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110809NAL0017440689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Bank
- EIN
- 85-0065555
- Plan number
- 004
- Location
- Roswell, NM
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,982,860
- Total liabilities (EOY)
- $2,221
- Net assets (EOY)
- $5,980,639
- Employer contributions
- $267
- Participant contributions
- $473,330
- Total income / additions
- $1,425,123
- Benefits paid
- $1,128,148
- Administrative expenses
- $28,491
- Total expenses
- $1,173,732
- Net increase / (decrease)
- $251,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | FINANCIAL ADVISOR | $24,089 | not reported in the loaded dataset |
| Matrix Trust Company | RECORDKEEPER | $0 | not reported in the loaded dataset |