Wnb 401(K) Plan — Form 5500 plan (Wnb Holding Company)
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, Wnb 401(K) Plan is a benefit plan reported by Wnb Holding Company under EIN 41-1522863 and plan number 003. The latest loaded filing year is 2023. The filing reports 162 participants and $26,159,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wnb Holding Company
- EIN
- 41-1522863
- Plan number
- 003
- Plan type
- 2
- Location
- Winona, MN
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $26,159,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241014125355NAL0044549088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,159,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,159,838
- Net assets (BOY)
- $24,285,024
Income & contributions
- Employer contributions
- $496,543
- Participant contributions
- $740,419
- Total contributions
- $1,393,041
- Total income / additions
- $5,355,903
Expenses & distributions
- Benefits paid
- $3,393,283
- Administrative expenses
- $87,806
- Total expenses
- $3,481,089
- Net increase / (decrease)
- $1,874,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wnb Financial | NONE | $84,700 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,361 | 2023 |
| Epic Retirement Plan Services | NONE | $3,106 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wnb Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Winona, MN
- Wnb Financial — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation