Limestone Bancorp, Inc 401(K) Retirement Savings Plan — Form 5500 plan (Limestone Bancorp, 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, Limestone Bancorp, Inc 401(K) Retirement Savings Plan is a benefit plan reported by Limestone Bancorp, Inc under EIN 61-1142247 and plan number 333. The latest loaded filing year is 2023. The filing reports 271 participants and $17,363,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Limestone Bancorp, Inc
- EIN
- 61-1142247
- Plan number
- 333
- Plan type
- 2
- Location
- Marietta, OH
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $17,363,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241015084637NAL0029051569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,363,451
- Net assets (EOY)
- $17,363,451
- Net assets (BOY)
- $14,892,651
Income & contributions
- Employer contributions
- $197,767
- Participant contributions
- $530,396
- Total contributions
- $728,163
- Total income / additions
- $3,232,275
Expenses & distributions
- Benefits paid
- $674,345
- Administrative expenses
- $81,304
- Total expenses
- $761,475
- Net increase / (decrease)
- $2,470,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $73,530 | $0 | 2023 |
| Mml Investors Services, LLC | BROKER | $0 | $34,768 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $7,774 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Limestone Bancorp, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Marietta, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation