2023 Form 5500 filing — Coulee Bank Salary 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 20241011164612NAL0011194963001) for Coulee Bank Salary Savings Plan, reported by Coulee Bank under EIN 39-0978524 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164612NAL0011194963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coulee Bank
- EIN
- 39-0978524
- Plan number
- 002
- Location
- La Crosse, WI
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,260,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,260,460
- Employer contributions
- $384,500
- Participant contributions
- $644,388
- Total income / additions
- $3,550,283
- Benefits paid
- $886,932
- Administrative expenses
- $53,452
- Total expenses
- $940,384
- Net increase / (decrease)
- $2,609,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Point | NONE | $53,452 | not reported in the loaded dataset |