North Shore Bank 401(K) Plan — Form 5500 plan (North Shore Bank, Fsb)

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, North Shore Bank 401(K) Plan is a benefit plan reported by North Shore Bank, Fsb under EIN 39-0506400 and plan number 002. The latest loaded filing year is 2023. The filing reports 563 participants and $49,269,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Shore Bank, Fsb
EIN
39-0506400
Plan number
002
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
563
End-of-year plan assets
$49,269,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241002154320NAL0004175603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,269,850
Total liabilities (EOY)
$0
Net assets (EOY)
$49,269,850
Net assets (BOY)
$41,032,906

Income & contributions

Employer contributions
$1,632,841
Participant contributions
$2,381,580
Total contributions
$4,139,138
Total income / additions
$10,968,156

Expenses & distributions

Benefits paid
$2,665,469
Administrative expenses
$73,229
Total expenses
$2,731,212
Net increase / (decrease)
$8,236,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$73,229$02023

Related Form 5500 pages