2023 Form 5500 filing — Old Second National Bank Pooled Employer 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 20241014103419NAL0014776755001) for Old Second National Bank Pooled Employer Plan, reported by Old Second National Bank under EIN 36-1577458 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103419NAL0014776755001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Old Second National Bank
- EIN
- 36-1577458
- Plan number
- 001
- Location
- Aurora, IL
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,423,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,423,840
- Employer contributions
- $752,840
- Participant contributions
- $1,663,523
- Total income / additions
- $5,726,640
- Benefits paid
- $1,708,781
- Administrative expenses
- $129,559
- Total expenses
- $1,841,802
- Net increase / (decrease)
- $3,884,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old Second National Bank | NONE | $116,937 | not reported in the loaded dataset |
| Retirement Direct, LLC | NONE | $8,309 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,176 |
| Epic Retirement Plan Services | NONE | $4,313 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |