Farmers & Merchants State Bank Savings Plan — Form 5500 plan (Farmers & Merchants State Bank)
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, Farmers & Merchants State Bank Savings Plan is a benefit plan reported by Farmers & Merchants State Bank under EIN 39-0273610 and plan number 002. The latest loaded filing year is 2023. The filing reports 40 participants and $6,510,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers & Merchants State Bank
- EIN
- 39-0273610
- Plan number
- 002
- Plan type
- 2
- Location
- Waterloo, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20240808103615NAL0004906753001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $6,510,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,510,187
- Net assets (BOY)
- $5,720,582
Income & contributions
- Employer contributions
- $165,591
- Participant contributions
- $179,000
- Total income / additions
- $1,569,968
Expenses & distributions
- Benefits paid
- $780,163
- Administrative expenses
- $200
- Total expenses
- $780,363
- Net increase / (decrease)
- $789,605
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.