Plan5500

Access Bank 401(K) Plan — Form 5500 plan (Access Bank)

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, Access Bank 401(K) Plan is a benefit plan reported by Access Bank under EIN 26-1375622 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $12,127,048 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Bank
EIN
26-1375622
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
169
End-of-year plan assets
$12,127,048

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240731110833NAL0021385105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,127,048
Total liabilities (EOY)
$0
Net assets (EOY)
$12,127,048
Net assets (BOY)
$9,005,064

Income & contributions

Employer contributions
$417,359
Participant contributions
$802,812
Total contributions
$1,782,910
Total income / additions
$3,547,278

Expenses & distributions

Benefits paid
$348,524
Administrative expenses
$76,770
Total expenses
$425,294
Net increase / (decrease)
$3,121,984

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT COMPANY$30,331$4,7212023
Securities America Advisors IncFINANCIAL ADVISOR$21,276$02023
Bergan KdvAUDITOR$15,500$02023
Pension Administrators LLCTPA$9,670$02023

Related Form 5500 pages