Mccreary Bancshares, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mccreary Bancshares, 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, Mccreary Bancshares, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mccreary Bancshares, Inc. under EIN 61-1023342 and plan number 003. The latest loaded filing year is 2023. The filing reports 87 participants and $13,670,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccreary Bancshares, Inc.
- EIN
- 61-1023342
- Plan number
- 003
- Plan type
- 2
- Location
- Whitley City, KY
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $13,670,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240626090220NAL0005340611001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,670,043
- Total liabilities (EOY)
- $1,968,262
- Net assets (EOY)
- $11,701,781
- Net assets (BOY)
- $11,032,484
Income & contributions
- Employer contributions
- $261,288
- Total income / additions
- $2,172,960
Expenses & distributions
- Benefits paid
- $1,340,553
- Total expenses
- $1,503,663
- Net increase / (decrease)
- $669,297
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.