2023 Form 5500 filing — The Oakstar 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 20241011144258NAL0012614291001) for The Oakstar Bank 401(K) Plan, reported by Oakstar Bank under EIN 20-3405719 and plan number 001. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.4MReported net assets$25,391,983
Participants441
Provider compensation$151.9K6 Schedule C row(s)$151,920
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011144258NAL0012614291001
Plan sponsor
Oakstar Bank
EIN
20-3405719
Plan number
001
Location
Springfield, MO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$25.4M total assets
Net assets$25.4MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$1.1M
Participant$2.3M
Full reported line items
Total assets (EOY)
$25,391,983
Total liabilities (EOY)
$0
Net assets (EOY)
$25,391,983
Employer contributions
$1,142,315
Participant contributions
$2,276,758
Total income / additions
$7,239,611
Benefits paid
$3,083,498
Administrative expenses
$101,753
Total expenses
$3,187,715
Net increase / (decrease)
$4,051,896
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $90.8K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $50.2K
  3. 3
    INVESTMENT ADVISOR · Direct $10.8K
  4. 4
    BROKER SERVICES · Direct $60
  5. 5
    BROKER SERVICES · Direct $40
  6. 6
    BROKER SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011144258NAL0012614291001 cover?
It is the 2023 Form 5500 filing for The Oakstar Bank 401(K) Plan, reported by Oakstar Bank (EIN 20-3405719).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages