First Arkansas Bank & Trust Employees' Savings And Retirement Plan — Form 5500 plan (First Arkansas Bank & Trust)
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, First Arkansas Bank & Trust Employees' Savings And Retirement Plan is a benefit plan reported by First Arkansas Bank & Trust under EIN 71-0231333 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $20,220,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Arkansas Bank & Trust
- EIN
- 71-0231333
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, AR
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $20,220,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241008112504NAL0009587427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,220,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,220,458
- Net assets (BOY)
- $16,791,709
Income & contributions
- Employer contributions
- $1,072,878
- Participant contributions
- $978,628
- Total contributions
- $2,270,677
- Total income / additions
- $5,159,188
Expenses & distributions
- Benefits paid
- $1,627,041
- Administrative expenses
- $103,398
- Total expenses
- $1,730,439
- Net increase / (decrease)
- $3,428,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,001 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $51,397 | not reported in the loaded dataset | 2023 |