2023 Form 5500 filing — Farmers-Merchants Bank & Trust Company Profit Sharing 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 20241015082130NAL0027820337001) for Farmers-Merchants Bank & Trust Company Profit Sharing Plan, reported by Farmers-Merchants Bank & Trust Company under EIN 72-0182460 and plan number 001. It reports 113 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)$9.9MReported net assets$9,945,794

Participants113

Provider compensation$70.8K3 Schedule C row(s)$70,781

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015082130NAL0027820337001
Plan sponsor: Farmers-Merchants Bank & Trust Company
EIN: 72-0182460
Plan number: 001
Location: Breaux Bridge, LA
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)$9.9M total assets

Net assets$9.9MLiabilities$0

Money in vs. money out

Total income / additions$2.1M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$272.3K

Participant$343.3K

Full reported line items

Total assets (EOY): $9,945,794
Total liabilities (EOY): $0
Net assets (EOY): $9,945,794
Employer contributions: $272,319
Participant contributions: $343,253
Total income / additions: $2,097,332
Benefits paid: $1,091,065
Administrative expenses: $52,365
Total expenses: $1,143,430
Net increase / (decrease): $953,902

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$52.4K
CONTRACT ADMINISTRATOR · Direct $52.4K · Indirect $0
2
Fnbb Capital Markets$18.4K
OTHER SERVICES · Direct $0 · Indirect $18.4K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015082130NAL0027820337001 cover?: It is the 2023 Form 5500 filing for Farmers-Merchants Bank & Trust Company Profit Sharing Plan, reported by Farmers-Merchants Bank & Trust Company (EIN 72-0182460).
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).