Central Employees Stock Ownership Plan And Trust — Form 5500 plan (Central 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, Central Employees Stock Ownership Plan And Trust is a benefit plan reported by Central Bancshares, Inc. under EIN 61-1247980 and plan number 002. The latest loaded filing year is 2023. The filing reports 520 participants and $39,095,038 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.1MPlan net assets, end of year$39,095,038
Participants520Covered participants reported
Assets / participant$75.2KComputed: assets ÷ participants$75,183 (computed)
Provider compensation$21.1K2 Schedule C provider row(s)$21,100
Plan sponsor
Central Bancshares, Inc.
EIN
61-1247980
Plan number
002
Plan type
2
Location
Lexington, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20240725124937NAL0022440368001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.1M total assets
Net assets$39.1MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$3.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$39,095,038
Total liabilities (EOY)
$0
Net assets (EOY)
$39,095,038
Net assets (BOY)
$36,083,358

Income & contributions

Employer contributions
$3,289,309
Total contributions
$3,289,309
Total income / additions
$6,451,511

Expenses & distributions

Benefits paid
$3,418,731
Administrative expenses
$21,100
Total expenses
$3,439,831
Net increase / (decrease)
$3,011,680
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rfh, PllcNONE$12,900not reported in the loaded dataset2023
Osborn, Carreiro And Associates IncNONE$8,200not reported in the loaded dataset2023

Related Form 5500 pages