The Stephenson National Bank & Trust Employee Stock Ownership Plan — Form 5500 plan (The Stephenson National Bank & Trust)
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, The Stephenson National Bank & Trust Employee Stock Ownership Plan is a benefit plan reported by The Stephenson National Bank & Trust under EIN 39-0638020 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $1,314,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Stephenson National Bank & Trust
- EIN
- 39-0638020
- Plan number
- 003
- Plan type
- 2
- Location
- Marinette, WI
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $1,314,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H | 20241008125555NAL0009662259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,314,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,314,712
- Net assets (BOY)
- $530,096
Income & contributions
- Employer contributions
- $575,697
- Total contributions
- $575,697
- Total income / additions
- $803,583
Expenses & distributions
- Benefits paid
- $18,967
- Administrative expenses
- $0
- Total expenses
- $18,967
- Net increase / (decrease)
- $784,616
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.