The Cecilian Bank 401(K) & Profit Sharing Plan — Form 5500 plan (The Cecilian 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, The Cecilian Bank 401(K) & Profit Sharing Plan is a benefit plan reported by The Cecilian Bank under EIN 61-0153205 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $18,611,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cecilian Bank
- EIN
- 61-0153205
- Plan number
- 001
- Plan type
- 2
- Location
- Elizabethtown, KY
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $18,611,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20240826072021NAL0017112304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,611,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,611,062
- Net assets (BOY)
- $15,709,286
Income & contributions
- Employer contributions
- $654,575
- Participant contributions
- $731,611
- Total contributions
- $1,396,786
- Total income / additions
- $4,223,709
Expenses & distributions
- Benefits paid
- $1,285,030
- Administrative expenses
- $36,903
- Total expenses
- $1,321,933
- Net increase / (decrease)
- $2,901,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Owen Larue LLC | SERVICE PROVIDER | $0 | $55,733 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $36,903 | $0 | 2023 |