2023 Form 5500 filing — Pioneer Bank & Trust Employees Profit Sharing Retirement 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 20241015155507NAL0015020403001) for Pioneer Bank & Trust Employees Profit Sharing Retirement Plan, reported by Pioneer Bank & Trust under EIN 46-0108155 and plan number 001. It reports 160 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)$19.4MReported net assets$19,390,951
Participants160
Provider compensation$1251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155507NAL0015020403001
Plan sponsor
Pioneer Bank & Trust
EIN
46-0108155
Plan number
001
Location
Spearfish, SD
Received date
not reported in the loaded dataset
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)$19.4M total assets
Net assets$19.4MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$908K
Benefits paid / distributions$907.9K
Contributions
Employer$742K
Participant$466.5K
Full reported line items
Total assets (EOY)
$19,390,951
Total liabilities (EOY)
$0
Net assets (EOY)
$19,390,951
Employer contributions
$742,000
Participant contributions
$466,493
Total income / additions
$3,934,120
Benefits paid
$907,920
Administrative expenses
$125
Total expenses
$908,045
Net increase / (decrease)
$3,026,075

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$125$0

Related Form 5500 pages