Plan5500

Wb&T Bankshares, Inc. 401(K) Plan — Form 5500 plan (Wb&T Bankshares, 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, Wb&T Bankshares, Inc. 401(K) Plan is a benefit plan reported by Wb&T Bankshares, Inc. under EIN 58-1853934 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $11,675,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wb&T Bankshares, Inc.
EIN
58-1853934
Plan number
001
Plan type
2
Location
Valdosta, GA
Latest filing year
2023
Participants
164
End-of-year plan assets
$11,675,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241011105042NAL0010835587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,675,818
Total liabilities (EOY)
$0
Net assets (EOY)
$11,675,818
Net assets (BOY)
$10,286,509

Income & contributions

Employer contributions
$445,326
Participant contributions
$592,595
Total contributions
$1,037,921
Total income / additions
$2,738,131

Expenses & distributions

Benefits paid
$1,344,466
Administrative expenses
$4,356
Total expenses
$1,348,822
Net increase / (decrease)
$1,389,309

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Benefits & Insurance Svs, IncCONTRACT ADMIN$7,460not reported in the loaded dataset2023
Capital Group Retirement Plan ServRECORDKEEPER$1,862$02023

Related Form 5500 pages