Pyramax Bank, Fsb 401(K) Savings Plan — Form 5500 plan (Pyramax 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, Pyramax Bank, Fsb 401(K) Savings Plan is a benefit plan reported by Pyramax Bank, Fsb under EIN 39-0624390 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $11,664,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pyramax Bank, Fsb
EIN
39-0624390
Plan number
002
Plan type
2
Location
Greenfield, WI
Latest filing year
2023
Participants
135
End-of-year plan assets
$11,664,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240702145104NAL0005163361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,664,166
Total liabilities (EOY)
$0
Net assets (EOY)
$11,664,166
Net assets (BOY)
$10,607,003

Income & contributions

Employer contributions
$421,131
Participant contributions
$676,761
Total contributions
$1,102,732
Total income / additions
$2,539,990

Expenses & distributions

Benefits paid
$1,472,992
Administrative expenses
$9,835
Total expenses
$1,482,827
Net increase / (decrease)
$1,057,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Peak Retirement GroupCONTRACT ADMIN$4,505$4,8832023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$5,330$02023

Related Form 5500 pages