River Bank And Trust 401(K) Employee Stock Ownership Plan — Form 5500 plan (River Bank And Trust)
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, River Bank And Trust 401(K) Employee Stock Ownership Plan is a benefit plan reported by River Bank And Trust under EIN 20-4303726 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $21,126,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Bank And Trust
- EIN
- 20-4303726
- Plan number
- 001
- Plan type
- 2
- Location
- Prattville, AL
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $21,126,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241010162028NAL0036412464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,126,383
- Total liabilities (EOY)
- $280,768
- Net assets (EOY)
- $20,845,615
- Net assets (BOY)
- $17,313,259
Income & contributions
- Employer contributions
- $868,944
- Participant contributions
- $1,543,200
- Total contributions
- $3,049,102
- Total income / additions
- $4,916,696
Expenses & distributions
- Benefits paid
- $1,375,970
- Administrative expenses
- $8,370
- Total expenses
- $1,384,340
- Net increase / (decrease)
- $3,532,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fsa Inc | RIA | $37,373 | not reported in the loaded dataset | 2023 |
| John Hancock Insurance Company Usa | RECORDKEEPER | $1,125 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | RIA | $1,013 | not reported in the loaded dataset | 2023 |