2023 Form 5500 filing — Bath State Bancorp Employee Stock Ownership Plan With 401(K) Provisions

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 20241015125230NAL0049480224001) for Bath State Bancorp Employee Stock Ownership Plan With 401(K) Provisions, reported by Bath State Bancorp under EIN 35-1730864 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,710,167
Participants65
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015125230NAL0049480224001
Plan sponsor
Bath State Bancorp
EIN
35-1730864
Plan number
001
Location
Bath, IN
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities
Money in vs. money out
Total income / additions-$19.7K
Total expenses$682.8K
Benefits paid / distributions$682.8K
Contributions
Employer$100K
Participant$260.1K
Full reported line items
Total assets (EOY)
$7,710,167
Net assets (EOY)
$7,710,167
Employer contributions
$100,000
Participant contributions
$260,130
Total income / additions
-$19,662
Benefits paid
$682,805
Total expenses
$682,805
Net increase / (decrease)
-$702,467

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125230NAL0049480224001 cover?
It is the 2023 Form 5500 filing for Bath State Bancorp Employee Stock Ownership Plan With 401(K) Provisions, reported by Bath State Bancorp (EIN 35-1730864).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages