B&E Investments, Inc. 401(K) And Employee Stock Ownership Plan — Form 5500 plan (State Bank Of Arcadia)

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, B&E Investments, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by State Bank Of Arcadia under EIN 39-0633960 and plan number 003. The latest loaded filing year is 2023. The filing reports 31 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants31Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
State Bank Of Arcadia
EIN
39-0633960
Plan number
003
Plan type
2
Location
Arcadia, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331I20240122130100NAL0012807264001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$345.8K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,144,620

Income & contributions

Total income / additions
$345,799

Expenses & distributions

Benefits paid
$1,490,419
Total expenses
$1,490,419
Net increase / (decrease)
-$1,144,620
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income431%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages