Jo Ann Rains Employee Stock Ownership Plan — Form 5500 plan (Smartbank)
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, Jo Ann Rains Employee Stock Ownership Plan is a benefit plan reported by Smartbank under EIN 20-4091629 and plan number 002. The latest loaded filing year is 2023. The filing reports 17 participants and $33,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smartbank
- EIN
- 20-4091629
- Plan number
- 002
- Plan type
- 2
- Location
- Cookeville, TN
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $33,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20251009082209NAL0010552048001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $33,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,035
- Net assets (BOY)
- $51,335
Income & contributions
- Total income / additions
- -$3,761
Expenses & distributions
- Benefits paid
- $14,539
- Total expenses
- $14,539
- Net increase / (decrease)
- -$18,300
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.