Jackson County Bank Deferred Savings Plan — Form 5500 plan (Jackson County 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, Jackson County Bank Deferred Savings Plan is a benefit plan reported by Jackson County Bank under EIN 35-0418300 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $11,495,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson County Bank
- EIN
- 35-0418300
- Plan number
- 002
- Plan type
- 2
- Location
- Seymour, IN
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $11,495,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241001193544NAL0003550483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,495,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,495,297
- Net assets (BOY)
- $9,790,728
Income & contributions
- Employer contributions
- $399,121
- Participant contributions
- $846,780
- Total contributions
- $1,251,835
- Total income / additions
- $3,024,753
Expenses & distributions
- Benefits paid
- $1,289,629
- Administrative expenses
- $30,555
- Total expenses
- $1,320,184
- Net increase / (decrease)
- $1,704,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Advis | NONE | $25,273 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $20,140 | not reported in the loaded dataset | 2023 |