Partners Bank Of Wisconsin Employee Stock Ownership Plan — Form 5500 plan (Stratford Bancshares, 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, Partners Bank Of Wisconsin Employee Stock Ownership Plan is a benefit plan reported by Stratford Bancshares, Inc. under EIN 39-1547587 and plan number 002. The latest loaded filing year is 2023. The filing reports 47 participants and $2,055,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stratford Bancshares, Inc.
- EIN
- 39-1547587
- Plan number
- 002
- Plan type
- 2
- Location
- Stratford, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47 | I | 20240528161858NAL0018089872001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,055,086
- Net assets (EOY)
- $2,055,086
- Net assets (BOY)
- $2,234,335
Income & contributions
- Employer contributions
- $99,956
- Total income / additions
- $98,427
Expenses & distributions
- Benefits paid
- $277,676
- Total expenses
- $277,676
- Net increase / (decrease)
- -$179,249
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.