Centre 1 Bancorp, Inc. 401(K) Plan — Form 5500 plan (First National Bank And Trust Company Of Beloit)

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, Centre 1 Bancorp, Inc. 401(K) Plan is a benefit plan reported by First National Bank And Trust Company Of Beloit under EIN 39-0159135 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $31,064,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First National Bank And Trust Company Of Beloit
EIN
39-0159135
Plan number
001
Plan type
2
Location
Beloit, WI
Latest filing year
2023
Participants
383
End-of-year plan assets
$31,064,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20240919101404NAL0005790993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,064,434
Total liabilities (EOY)
$0
Net assets (EOY)
$31,064,434
Net assets (BOY)
$26,288,277

Income & contributions

Employer contributions
$906,547
Participant contributions
$1,716,628
Total contributions
$2,873,130
Total income / additions
$8,051,067

Expenses & distributions

Benefits paid
$3,227,581
Administrative expenses
$47,329
Total expenses
$3,274,910
Net increase / (decrease)
$4,776,157

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,066$02023

Related Form 5500 pages