Old Second Bancorp, Inc. Employees' 401(K) Savings Plan & Trust — Form 5500 plan (Old Second Bancorp, Inc.)
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 Bancorp, Inc. Employees' 401(K) Savings Plan & Trust is a benefit plan reported by Old Second Bancorp, Inc. under EIN 36-3143493 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,031 participants and $88,984,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Old Second Bancorp, Inc.
- EIN
- 36-3143493
- Plan number
- 003
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 1,031
- End-of-year plan assets
- $88,984,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,031 | H, C | 20240719144922NAL0007378481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,984,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,984,579
- Net assets (BOY)
- $75,831,060
Income & contributions
- Employer contributions
- $2,156,167
- Participant contributions
- $4,502,873
- Total contributions
- $11,352,957
- Total income / additions
- $21,942,327
Expenses & distributions
- Benefits paid
- $8,754,200
- Administrative expenses
- $34,608
- Total expenses
- $8,788,808
- Net increase / (decrease)
- $13,153,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $0 | $26,178 | 2023 |
| Retirement Direct, LLC | NONE | $25,620 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $8,989 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Old Second Bancorp, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Charles Schwab Trust Bank — Schedule C compensation
- Retirement Direct, LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation