Bank Five Nine 401k Plan — Form 5500 plan (Bank Five Nine)
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, Bank Five Nine 401k Plan is a benefit plan reported by Bank Five Nine under EIN 39-0148000 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $31,797,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Five Nine
- EIN
- 39-0148000
- Plan number
- 002
- Plan type
- 2
- Location
- Oconomowoc, WI
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $31,797,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H | 20240815134643NAL0013122705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,797,667
- Net assets (EOY)
- $31,797,667
- Net assets (BOY)
- $24,091,229
Income & contributions
- Employer contributions
- $930,799
- Participant contributions
- $1,781,222
- Total contributions
- $4,315,268
- Total income / additions
- $8,940,888
Expenses & distributions
- Benefits paid
- $1,154,379
- Administrative expenses
- $80,071
- Total expenses
- $1,234,450
- Net increase / (decrease)
- $7,706,438
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.