2023 Form 5500 filing — Wnb 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 20241014125355NAL0044549088001) for Wnb 401(K) Plan, reported by Wnb Holding Company under EIN 41-1522863 and plan number 003. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125355NAL0044549088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wnb Holding Company
- EIN
- 41-1522863
- Plan number
- 003
- Location
- Winona, MN
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,159,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,159,838
- Employer contributions
- $496,543
- Participant contributions
- $740,419
- Total income / additions
- $5,355,903
- Benefits paid
- $3,393,283
- Administrative expenses
- $87,806
- Total expenses
- $3,481,089
- Net increase / (decrease)
- $1,874,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wnb Financial | NONE | $84,700 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,361 |
| Epic Retirement Plan Services | NONE | $3,106 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |