2023 Form 5500 filing — Limestone Bancorp, Inc 401(K) Retirement 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 20241015084637NAL0029051569001) for Limestone Bancorp, Inc 401(K) Retirement Savings Plan, reported by Limestone Bancorp, Inc under EIN 61-1142247 and plan number 333. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084637NAL0029051569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Limestone Bancorp, Inc
- EIN
- 61-1142247
- Plan number
- 333
- Location
- Marietta, OH
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,363,451
- Net assets (EOY)
- $17,363,451
- Employer contributions
- $197,767
- Participant contributions
- $530,396
- Total income / additions
- $3,232,275
- Benefits paid
- $674,345
- Administrative expenses
- $81,304
- Total expenses
- $761,475
- Net increase / (decrease)
- $2,470,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $73,530 | $0 |
| Mml Investors Services, LLC | BROKER | $0 | $34,768 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $7,774 | not reported in the loaded dataset |