Spencer County Bank Employees' Stock Ownership Plan & Trust — Form 5500 plan (Spencer 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, Spencer County Bank Employees' Stock Ownership Plan & Trust is a benefit plan reported by Spencer County Bank under EIN 35-0458660 and plan number 001. The latest loaded filing year is 2023. The filing reports 61 participants and $2,089,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spencer County Bank
- EIN
- 35-0458660
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Claus, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20240326090051NAL0000391376001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,089,392
- Net assets (EOY)
- $2,089,392
- Net assets (BOY)
- $2,157,367
Income & contributions
- Employer contributions
- $85,000
- Total income / additions
- $146,780
Expenses & distributions
- Benefits paid
- $214,755
- Total expenses
- $214,755
- Net increase / (decrease)
- -$67,975
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.