Plan5500

Ohnward Bancshares, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ohnward 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, Ohnward Bancshares, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ohnward Bancshares, Inc. under EIN 42-0933516 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $35,689,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohnward Bancshares, Inc.
EIN
42-0933516
Plan number
001
Plan type
2
Location
Maquoketa, IA
Latest filing year
2023
Participants
329
End-of-year plan assets
$35,689,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023329H, C20240930103346NAL0010936530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,689,775
Total liabilities (EOY)
$0
Net assets (EOY)
$35,689,775
Net assets (BOY)
$29,063,881

Income & contributions

Employer contributions
$1,177,859
Participant contributions
$1,371,714
Total contributions
$2,777,223
Total income / additions
$7,727,543

Expenses & distributions

Benefits paid
$952,349
Administrative expenses
$120,643
Total expenses
$1,101,649
Net increase / (decrease)
$6,625,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$120,436not reported in the loaded dataset2023
Htlf Retirement Plan ServicesINVESTMENT ADVISORY$0not reported in the loaded dataset2023

Related Form 5500 pages