2023 Form 5500 filing — Campbell & Fetter Bank Employees' Pension 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 20250401142223NAL0011604544001) for Campbell & Fetter Bank Employees' Pension Plan, reported by Campbell & Fetter Bank under EIN 35-0843168 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401142223NAL0011604544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campbell & Fetter Bank
- EIN
- 35-0843168
- Plan number
- 001
- Location
- Kendallville, IN
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,594,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,594,701
- Total income / additions
- $1,928,691
- Benefits paid
- $680,043
- Administrative expenses
- $266,333
- Total expenses
- $946,376
- Net increase / (decrease)
- $982,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Monarch Capital Management, Inc. | NONE | $156,502 | not reported in the loaded dataset |
| Sturgis Bank And Trust Company | NONE | $44,687 | not reported in the loaded dataset |
| Ascensus | NONE | $31,900 | not reported in the loaded dataset |
| Crowe Llp | NONE | $7,613 | not reported in the loaded dataset |