Plan Snapshot
- Plan Sponsor: Jackson County Bank
- Sponsor EIN: 350418300
- Sponsor Address: 125 SOUTH CHESTNUT STREET, SEYMOUR, IN, 47274
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 180 | $13.4M | $454,523 | $868,210 |
| 2023 | 177 | $11.5M | $399,121 | $846,780 |
| 2022 | 169 | $9.8M | $398,028 | $734,925 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $29,675 | — | $29,675 | — | — |
| 2023 | $30,555 | $25,273 | $5,282 | — | — |
| 2022 | $30,249 | — | $30,249 | — | — |