The Paducah Bank & Trust Company, Inc. 401(K) And Employee Stock Ownership Plan — Form 5500 plan (The Paducah Bank & Trust Company, 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, The Paducah Bank & Trust Company, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by The Paducah Bank & Trust Company, Inc. under EIN 61-0418959 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $40,507,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Paducah Bank & Trust Company, Inc.
EIN
61-0418959
Plan number
001
Plan type
2
Location
Paducah, KY
Latest filing year
2023
Participants
163
End-of-year plan assets
$40,507,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241216100720NAL0002078112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,507,103
Total liabilities (EOY)
$81,093
Net assets (EOY)
$40,426,010
Net assets (BOY)
$37,815,546

Income & contributions

Employer contributions
$727,573
Participant contributions
$924,940
Total contributions
$1,764,415
Total income / additions
$6,958,437

Expenses & distributions

Benefits paid
$4,231,396
Administrative expenses
$116,577
Total expenses
$4,347,973
Net increase / (decrease)
$2,610,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Williams, Williams & Lentz, LlpNONE$59,195not reported in the loaded dataset2023
The Bank Advisory GroupNONE$24,140not reported in the loaded dataset2023
ForvisNONE$15,225not reported in the loaded dataset2023

Related Form 5500 pages