Mercer Savings Bank Employee Stock Ownership Plan — Form 5500 plan (Mercer Savings 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, Mercer Savings Bank Employee Stock Ownership Plan is a benefit plan reported by Mercer Savings Bank under EIN 34-4302175 and plan number 003. The latest loaded filing year is 2023. The filing reports 25 participants and $1,186,651 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$432.3KPlan net assets, end of year$432,330
Participants25Covered participants reported
Assets / participant$47.5KComputed: assets ÷ participants$47,466 (computed)
Provider compensationNone reported
Plan sponsor
Mercer Savings Bank
EIN
34-4302175
Plan number
003
Plan type
2
Location
Celina, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I20240711103751NAL0032675234001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$432.3KLiabilities$754.3K
Money in vs. money out
Total income / additions$462.4K
Total expenses$30.1K
Benefits paid / distributionsNot reported
Contributions
Employer$94.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,186,651
Total liabilities (EOY)
$754,321
Net assets (EOY)
$432,330
Net assets (BOY)
$0

Income & contributions

Employer contributions
$94,171
Total income / additions
$462,442

Expenses & distributions

Total expenses
$30,112
Net increase / (decrease)
$432,330
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages