2023 Form 5500 filing — Pilot Grove Savings Bank Employee Stock Ownership 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 20241015115207NAL0049140176001) for Pilot Grove Savings Bank Employee Stock Ownership Plan, reported by Pilot Grove Savings Bank under EIN 42-0469990 and plan number 001. It reports 107 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)$10.9MReported net assets$10,865,217
Participants107
Provider compensation$14.3K2 Schedule C row(s)$14,258
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115207NAL0049140176001
Plan sponsor
Pilot Grove Savings Bank
EIN
42-0469990
Plan number
001
Location
Pilot Grove, IA
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)$15.7M total assets
Net assets$10.9MLiabilities$4.8M
Money in vs. money out
Total income / additions$3M
Total expenses$932.5K
Benefits paid / distributions$819K
Contributions
Employer$283.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$15,650,536
Total liabilities (EOY)
$4,785,319
Net assets (EOY)
$10,865,217
Employer contributions
$283,208
Total income / additions
$2,961,339
Benefits paid
$819,025
Administrative expenses
$14,258
Total expenses
$932,547
Net increase / (decrease)
$2,028,792
Schedule C

Reported service provider compensation

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

  1. 1
    VALUATION FIRM · Direct $14.3K
  2. 2
    RECORDKEEPER · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115207NAL0049140176001 cover?
It is the 2023 Form 5500 filing for Pilot Grove Savings Bank Employee Stock Ownership Plan, reported by Pilot Grove Savings Bank (EIN 42-0469990).
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).

Related Form 5500 pages