Libertyville Savings Bank Employee Stock Ownership Plan — Form 5500 plan (Libertyville Savings Bank)

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, Libertyville Savings Bank Employee Stock Ownership Plan is a benefit plan reported by Libertyville Savings Bank under EIN 42-1424839 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $6,401,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Libertyville Savings Bank
EIN
42-1424839
Plan number
001
Plan type
2
Location
Fairfield, IA
Latest filing year
2023
Participants
49
End-of-year plan assets
$6,401,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202349I20240508105609NAL0037422417001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,401,796
Total liabilities (EOY)
$5,646,030
Net assets (EOY)
$755,766
Net assets (BOY)
$0

Income & contributions

Employer contributions
$312,183
Total income / additions
$768,875

Expenses & distributions

Total expenses
$13,109
Net increase / (decrease)
$755,766

Service provider compensation (Schedule C)

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

Related Form 5500 pages