Old Second National Bank Pooled Employer Plan — Form 5500 plan (Old Second National 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, Old Second National Bank Pooled Employer Plan is a benefit plan reported by Old Second National Bank under EIN 36-1577458 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $29,423,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Old Second National Bank
- EIN
- 36-1577458
- Plan number
- 001
- Plan type
- 3
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $29,423,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20241014103419NAL0014776755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,423,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,423,840
- Net assets (BOY)
- $13,823,835
Income & contributions
- Employer contributions
- $752,840
- Participant contributions
- $1,663,523
- Total contributions
- $2,714,449
- Total income / additions
- $5,726,640
Expenses & distributions
- Benefits paid
- $1,708,781
- Administrative expenses
- $129,559
- Total expenses
- $1,841,802
- Net increase / (decrease)
- $3,884,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old Second National Bank | NONE | $116,937 | not reported in the loaded dataset | 2023 |
| Retirement Direct, LLC | NONE | $8,309 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,176 | 2023 |
| Epic Retirement Plan Services | NONE | $4,313 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Old Second National Bank
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Old Second National Bank — Schedule C compensation
- Retirement Direct, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation