Sunflower Bank, N.A. Wealth Savings Plan — Form 5500 plan (Sunflower Bank, N.A.)

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, Sunflower Bank, N.A. Wealth Savings Plan is a benefit plan reported by Sunflower Bank, N.A. under EIN 48-0216075 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,460 participants and $100,279,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunflower Bank, N.A.
EIN
48-0216075
Plan number
002
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
1,460
End-of-year plan assets
$100,279,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,460H, C20240909134742NAL0002399091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,279,814
Total liabilities (EOY)
$0
Net assets (EOY)
$100,279,814
Net assets (BOY)
$83,469,704

Income & contributions

Employer contributions
$5,319,967
Participant contributions
$7,697,609
Total contributions
$15,122,880
Total income / additions
$28,907,984

Expenses & distributions

Benefits paid
$11,960,930
Administrative expenses
$134,439
Total expenses
$12,097,874
Net increase / (decrease)
$16,810,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$134,439$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages