Blackhawk Bank & Trust Employees' Profit Sharing & 401(K) Plan — Form 5500 plan (Blackhawk Bank & Trust)

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, Blackhawk Bank & Trust Employees' Profit Sharing & 401(K) Plan is a benefit plan reported by Blackhawk Bank & Trust under EIN 36-2463577 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $34,041,714 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34MPlan net assets, end of year$34,036,251
Participants282Covered participants reported
Assets / participant$120.7KComputed: assets ÷ participants$120,715 (computed)
Provider compensation$123.4K3 Schedule C provider row(s)$123,387
Plan sponsor
Blackhawk Bank & Trust
EIN
36-2463577
Plan number
001
Plan type
2
Location
Milan, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240813120136NAL0010548385001
Schedule H · 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)$34M total assets
Net assets$34MLiabilities$5.5K
Money in vs. money out
Total income / additions$5.3M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$876.9K
Participant$193.6K
Full reported line items

Net assets

Total assets (EOY)
$34,041,714
Total liabilities (EOY)
$5,463
Net assets (EOY)
$34,036,251
Net assets (BOY)
$30,536,358

Income & contributions

Employer contributions
$876,900
Participant contributions
$193,622
Total contributions
$1,086,078
Total income / additions
$5,285,214

Expenses & distributions

Benefits paid
$1,711,265
Administrative expenses
$74,056
Total expenses
$1,785,321
Net increase / (decrease)
$3,499,893
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.

Contribution share (employer vs. participant)
Employer 82%Participant 18%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,056$02023
Commonwealth Financial NetworkINVESTMENT ADVISORY$0$49,3312023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages