form5500lookup

Form 5500 · Retirement plan · MAQUOKETA, IA

OHNWARD BANCSHARES, INC.

The filing calls this plan OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN.

OHNWARD BANCSHARES, INC. of MAQUOKETA, IA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by GENERAL AMERICAN LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0933516 · plan 001 · plan year 2023, filed Sep 30, 2024

Participants at the start of the year
329
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with GENERAL AMERICAN LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
GENERAL AMERICAN LIFE INSURANCE COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
OHNWARD BANCSHARES, INC.
EIN 42-0933516
JULY BUSINESS SERVICES LLC
Plan administrator · Recordkeeping and information management · EIN 74-2715820
$120,436
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$35,689,775
Paid out in benefits
$952,349
Participants at the start of the year
329
Participants with account balances
305

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 74-2715820
JULY BUSINESS SERVICES LLC
Independent accountantEIN 45-0250958
EIDE BALLEY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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