The Bank Of Elk River Employee Stock Ownership Plan And Trust — Form 5500 plan (The Bank Of Elk River)

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 Bank Of Elk River Employee Stock Ownership Plan And Trust is a benefit plan reported by The Bank Of Elk River under EIN 41-0138420 and plan number 001. The latest loaded filing year is 2023. The filing reports 100 participants and $6,380,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Bank Of Elk River
EIN
41-0138420
Plan number
001
Plan type
2
Location
Elk River, MN
Latest filing year
2023
Participants
100
End-of-year plan assets
$6,380,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100I20240715081751NAL0001040289001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,380,852
Net assets (EOY)
$6,380,852
Net assets (BOY)
$5,660,663

Income & contributions

Employer contributions
$501,967
Total income / additions
$1,628,521

Expenses & distributions

Benefits paid
$908,332
Total expenses
$908,332
Net increase / (decrease)
$720,189

Service provider compensation (Schedule C)

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

Related Form 5500 pages