Wood & Huston Bancorporation, Inc. 401(K) Plan — Form 5500 plan (Wood & Huston Bancorporation, 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, Wood & Huston Bancorporation, Inc. 401(K) Plan is a benefit plan reported by Wood & Huston Bancorporation, Inc. under EIN 43-1163996 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $17,898,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wood & Huston Bancorporation, Inc.
EIN
43-1163996
Plan number
002
Plan type
2
Location
Marshall, MO
Latest filing year
2023
Participants
213
End-of-year plan assets
$17,898,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20240819190556NAL0001916513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,898,419
Total liabilities (EOY)
$0
Net assets (EOY)
$17,898,419
Net assets (BOY)
$14,920,228

Income & contributions

Employer contributions
$280,627
Participant contributions
$795,607
Total contributions
$1,076,234
Total income / additions
$3,743,801

Expenses & distributions

Benefits paid
$693,096
Administrative expenses
$72,198
Total expenses
$765,610
Net increase / (decrease)
$2,978,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Client One Securities LLCNONE$38,555not reported in the loaded dataset2023
Stancorp Financial GroupNONE$33,643$3,0792023

Related Form 5500 pages