2023 Form 5500 filing — The Paducah Bank & Trust Company, Inc. 401(K) And 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 20241216100720NAL0002078112001) for The Paducah Bank & Trust Company, Inc. 401(K) And Employee Stock Ownership Plan, reported by The Paducah Bank & Trust Company, Inc. under EIN 61-0418959 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241216100720NAL0002078112001
Filing year
2023
Form type
2
Plan sponsor
The Paducah Bank & Trust Company, Inc.
EIN
61-0418959
Plan number
001
Location
Paducah, KY
Participants
163
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$40,507,103
Total liabilities (EOY)
$81,093
Net assets (EOY)
$40,426,010
Employer contributions
$727,573
Participant contributions
$924,940
Total income / additions
$6,958,437
Benefits paid
$4,231,396
Administrative expenses
$116,577
Total expenses
$4,347,973
Net increase / (decrease)
$2,610,464
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Williams, Williams & Lentz, LlpNONE$59,195not reported in the loaded dataset
The Bank Advisory GroupNONE$24,140not reported in the loaded dataset
ForvisNONE$15,225not reported in the loaded dataset

Related Form 5500 pages