What is the most recent Form 5500 filing year for Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions?

The latest Form 5500 filing year loaded for Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions is 2023.

What are the reported plan assets for Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions?

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions reports $66,392,054 in end-of-year plan assets in its latest loaded Form 5500 filing.

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions — Form 5500 plan (Koss-Winn 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, Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions is a benefit plan reported by Koss-Winn Bancshares, Inc. under EIN 42-1139604 and plan number 002. The latest loaded filing year is 2023. The filing reports 73 participants and $66,392,054 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$64MPlan net assets, end of year$64,038,286

Participants73Covered participants reported

Assets / participant$909.5KComputed: assets ÷ participants$909,480 (computed)

Provider compensationNone reported

Plan sponsor: Koss-Winn Bancshares, Inc.
EIN: 42-1139604
Plan number: 002
Plan type: 2
Location: Buffalo Center, IA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
73 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$66.4M total assets

Net assets$64MLiabilities$2.4M

Money in vs. money out

Total income / additions$5.5M

Total expenses$4.6M

Benefits paid / distributions$4.5M

Contributions

Employer$281.1K

Participant$463.1K

Full reported line items

Net assets

Total assets (EOY): $66,392,054
Total liabilities (EOY): $2,353,768
Net assets (EOY): $64,038,286
Net assets (BOY): $63,143,547

Income & contributions

Employer contributions: $281,079
Participant contributions: $463,131
Total income / additions: $5,469,537

Expenses & distributions

Benefits paid: $4,491,579
Total expenses: $4,574,798
Net increase / (decrease): $894,739

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

38%62%

Employer 38%Participant 62%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income82%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions?: Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions is reported as sponsored by Koss-Winn Bancshares, Inc. (EIN 42-1139604, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions?: The latest Form 5500 filing year loaded for Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions is 2023.
How many participants does Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions report?: Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions reports 73 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions?: Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions reports $66,392,054 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.