North American Savings Bank, F.S.B. Savings And Retirement Plan — Form 5500 plan (North American Savings Bank, F.S.B.)
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, North American Savings Bank, F.S.B. Savings And Retirement Plan is a benefit plan reported by North American Savings Bank, F.S.B. under EIN 44-0373310 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $49,344,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Savings Bank, F.S.B.
- EIN
- 44-0373310
- Plan number
- 001
- Plan type
- 2
- Location
- Grandview, MO
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $49,344,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20240829115138NAL0006419283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,344,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,344,931
- Net assets (BOY)
- $52,916,281
Income & contributions
- Employer contributions
- $605,392
- Participant contributions
- $1,768,405
- Total contributions
- $2,563,883
- Total income / additions
- $11,547,289
Expenses & distributions
- Benefits paid
- $14,939,487
- Administrative expenses
- $179,152
- Total expenses
- $15,118,639
- Net increase / (decrease)
- -$3,571,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $118,742 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors LLC | NONE | $60,409 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $14,501 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Savings Bank, F.S.B.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Grandview, MO
- Stancorp Financial Group — Schedule C compensation
- Lockton Investment Advisors LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation