Pioneer Bank Employee Stock Ownership Plan — Form 5500 plan (Pioneer Bank)

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, Pioneer Bank Employee Stock Ownership Plan is a benefit plan reported by Pioneer Bank under EIN 85-0065555 and plan number 005. The latest loaded filing year is 2023. The filing reports 184 participants and $8,826,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pioneer Bank
EIN
85-0065555
Plan number
005
Plan type
2
Location
Roswell, NM
Latest filing year
2023
Participants
184
End-of-year plan assets
$8,826,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H20240927103432NAL0003402160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,826,087
Total liabilities (EOY)
$480,324
Net assets (EOY)
$8,345,763
Net assets (BOY)
$7,493,685

Income & contributions

Employer contributions
$298,917
Total contributions
$298,917
Total income / additions
$1,362,650

Expenses & distributions

Benefits paid
$510,572
Administrative expenses
$0
Total expenses
$510,572
Net increase / (decrease)
$852,078

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages