American Bank And Trust Company 401(K) Profit Sharing Plan — Form 5500 plan (American Bank And Trust Company, Na)

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 Bank And Trust Company 401(K) Profit Sharing Plan is a benefit plan reported by American Bank And Trust Company, Na under EIN 36-4256335 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $7,682,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Bank And Trust Company, Na
EIN
36-4256335
Plan number
001
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
141
End-of-year plan assets
$7,682,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241008112500NAL0033495282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,682,124
Total liabilities (EOY)
$0
Net assets (EOY)
$7,682,124
Net assets (BOY)
$6,660,260

Income & contributions

Employer contributions
$165,694
Participant contributions
$498,954
Total contributions
$680,549
Total income / additions
$1,816,097

Expenses & distributions

Benefits paid
$768,011
Administrative expenses
$26,222
Total expenses
$794,233
Net increase / (decrease)
$1,021,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Abg Retirement Plan ServicesNONE$15,513not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$10,709not reported in the loaded dataset2023

Related Form 5500 pages