American Commercial Bank & Trust, National Association Employees' Esop & 401(K) Plan — Form 5500 plan (American Commercial Bank & Trust, National Association)
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, American Commercial Bank & Trust, National Association Employees' Esop & 401(K) Plan is a benefit plan reported by American Commercial Bank & Trust, National Association under EIN 36-1588745 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $18,594,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Commercial Bank & Trust, National Association
- EIN
- 36-1588745
- Plan number
- 002
- Plan type
- 2
- Location
- Ottawa, IL
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $18,594,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20240920102345NAL0012810544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,594,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,594,875
- Net assets (BOY)
- $14,582,131
Income & contributions
- Employer contributions
- $494,885
- Participant contributions
- $1,145,344
- Total contributions
- $1,892,666
- Total income / additions
- $4,500,530
Expenses & distributions
- Benefits paid
- $921,106
- Administrative expenses
- $51,342
- Total expenses
- $972,448
- Net increase / (decrease)
- $3,528,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iht Wealth Management, LLC | INVESTMENT ADVISORY | $32,410 | not reported in the loaded dataset | 2023 |
| John Hancock Trust Company LLC | RECORD KEEPER | $18,392 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Commercial Bank & Trust, National Association
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Ottawa, IL
- Iht Wealth Management, LLC — Schedule C compensation
- John Hancock Trust Company LLC — Schedule C compensation
- The Benefit Practice — Schedule C compensation