Timberline Bancorporation 401(K) Plan — Form 5500 plan (Timberline Bancorporation)

Plain-English plan 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, Timberline Bancorporation 401(K) Plan is a benefit plan reported by Timberline Bancorporation under EIN 20-1030417 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $7,399,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Timberline Bancorporation
EIN
20-1030417
Plan number
001
Plan type
2
Location
Grand Junction, CO
Latest filing year
2023
Participants
119
End-of-year plan assets
$7,399,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119I20240524151703NAL0013293650001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,399,938
Net assets (EOY)
$7,399,938
Net assets (BOY)
$5,893,478

Income & contributions

Participant contributions
$353,304
Total income / additions
$1,710,027

Expenses & distributions

Benefits paid
$189,667
Administrative expenses
$13,900
Total expenses
$203,567
Net increase / (decrease)
$1,506,460

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages