Profit Sharing Plan For River Valley Bancorporation, Inc. And Related Employers — Form 5500 plan (River Valley Bancorporation, Inc.)

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, Profit Sharing Plan For River Valley Bancorporation, Inc. And Related Employers is a benefit plan reported by River Valley Bancorporation, Inc. under EIN 39-1440245 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $29,824,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
River Valley Bancorporation, Inc.
EIN
39-1440245
Plan number
001
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
354
End-of-year plan assets
$29,824,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20240723140034NAL0018450736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,824,324
Total liabilities (EOY)
$0
Net assets (EOY)
$29,824,324
Net assets (BOY)
$24,741,044

Income & contributions

Employer contributions
$700,425
Participant contributions
$1,902,838
Total contributions
$2,994,526
Total income / additions
$7,300,150

Expenses & distributions

Benefits paid
$2,176,133
Administrative expenses
$40,737
Total expenses
$2,216,870
Net increase / (decrease)
$5,083,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,553not reported in the loaded dataset2023

Related Form 5500 pages