Premier Community Bank Retirement Savings And Employee Stock Ownership Plan — Form 5500 plan (Premier Community 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, Premier Community Bank Retirement Savings And Employee Stock Ownership Plan is a benefit plan reported by Premier Community Bank under EIN 39-0451504 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $9,934,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Community Bank
- EIN
- 39-0451504
- Plan number
- 002
- Plan type
- 2
- Location
- Marion, WI
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $9,934,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240702145904NAL0007560592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,934,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,934,915
- Net assets (BOY)
- $8,232,334
Income & contributions
- Employer contributions
- $219,125
- Participant contributions
- $583,052
- Total contributions
- $837,045
- Total income / additions
- $2,225,494
Expenses & distributions
- Benefits paid
- $457,686
- Administrative expenses
- $65,227
- Total expenses
- $522,913
- Net increase / (decrease)
- $1,702,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $30,773 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT ADVISOR | $24,125 | not reported in the loaded dataset | 2023 |
| Hakins Ash Cpas, Llp | AUDITOR | $8,250 | not reported in the loaded dataset | 2023 |