Bank Of Brookhaven Employee Stock Ownership Plan — Form 5500 plan (Bank Of Brookhaven)
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, Bank Of Brookhaven Employee Stock Ownership Plan is a benefit plan reported by Bank Of Brookhaven under EIN 64-0918029 and plan number 002. The latest loaded filing year is 2023. The filing reports 30 participants and $282,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Brookhaven
- EIN
- 64-0918029
- Plan number
- 002
- Plan type
- 2
- Location
- Brookhaven, MS
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $282,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240722142857NAL0010115777001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $282,793
- Net assets (EOY)
- $282,793
- Net assets (BOY)
- $168,647
Income & contributions
- Employer contributions
- $100,000
- Total income / additions
- $115,196
Expenses & distributions
- Benefits paid
- $1,050
- Total expenses
- $1,050
- Net increase / (decrease)
- $114,146
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.