Plan Name | EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EAGLE SAVINGS BANK |
Employer identification number (EIN): | 310411290 |
NAIC Classification: | 523110 |
NAIC Description: | Investment Banking and Securities Dealing |
Additional information about EAGLE SAVINGS BANK
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | |
Company Identification Number: | 3312 |
Legal Registered Office Address: |
- - - United States of America (USA) - |
More information about EAGLE SAVINGS BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | KEVIN R. SCHRAMM | 2024-03-18 | ||
002 | 2022-01-01 | KEVIN R SCHRAMM | 2023-03-27 | ||
002 | 2021-01-01 | KEVIN R SCHRAMM | 2022-08-29 | ||
002 | 2020-01-01 | KEVIN R SCHRAMM | 2021-08-22 | ||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | KEVIN R. SCHRAMM | |||
002 | 2017-01-01 | KEVIN R. SCHRAMM |
Measure | Date | Value |
---|---|---|
2023: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 36 |
Number of participants with account balances | 2023-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 35 |
Number of participants with account balances | 2022-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 34 |
Number of participants with account balances | 2021-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 31 |
Number of participants with account balances | 2020-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 32 |
Number of participants with account balances | 2019-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 30 |
Number of participants with account balances | 2018-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 30 |
Number of participants with account balances | 2017-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-12-31 | $932,838 |
Total plan liabilities at beginning of year | 2023-12-31 | $985,814 |
Total income from all sources | 2023-12-31 | $139,936 |
Expenses. Total of all expenses incurred | 2023-12-31 | $171,058 |
Total plan assets at end of year | 2023-12-31 | $2,167,346 |
Total plan assets at beginning of year | 2023-12-31 | $2,251,444 |
Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $171,058 |
Other income received | 2023-12-31 | $45,063 |
Net income (gross income less expenses) | 2023-12-31 | $-31,122 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,234,508 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,265,630 |
Assets. Value of employer securities | 2023-12-31 | $2,064,384 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $94,873 |
2022 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $985,814 |
Total plan liabilities at beginning of year | 2022-12-31 | $1,036,630 |
Total income from all sources | 2022-12-31 | $241,239 |
Expenses. Total of all expenses incurred | 2022-12-31 | $44,057 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $2,251,444 |
Total plan assets at beginning of year | 2022-12-31 | $2,105,078 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $44,057 |
Other income received | 2022-12-31 | $146,366 |
Net income (gross income less expenses) | 2022-12-31 | $197,182 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,265,630 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,068,448 |
Assets. Value of employer securities | 2022-12-31 | $2,193,408 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $94,873 |
2021 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $1,036,630 |
Total plan liabilities at beginning of year | 2021-12-31 | $1,085,374 |
Total income from all sources | 2021-12-31 | $140,033 |
Expenses. Total of all expenses incurred | 2021-12-31 | $59,859 |
Benefits paid (including direct rollovers) | 2021-12-31 | $13,731 |
Total plan assets at end of year | 2021-12-31 | $2,105,078 |
Total plan assets at beginning of year | 2021-12-31 | $2,073,648 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $46,128 |
Other income received | 2021-12-31 | $45,160 |
Net income (gross income less expenses) | 2021-12-31 | $80,174 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,068,448 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $988,274 |
Assets. Value of employer securities | 2021-12-31 | $2,083,738 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $94,873 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $1,085,374 |
Total plan liabilities at beginning of year | 2020-12-31 | $1,132,131 |
Total income from all sources | 2020-12-31 | $136,981 |
Expenses. Total of all expenses incurred | 2020-12-31 | $61,606 |
Benefits paid (including direct rollovers) | 2020-12-31 | $13,491 |
Total plan assets at end of year | 2020-12-31 | $2,073,648 |
Total plan assets at beginning of year | 2020-12-31 | $2,045,030 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $48,115 |
Other income received | 2020-12-31 | $38,709 |
Net income (gross income less expenses) | 2020-12-31 | $75,375 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $988,274 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $912,899 |
Assets. Value of employer securities | 2020-12-31 | $2,064,384 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $98,272 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $111,022 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $306,745 |
Total plan assets at beginning of year | 2019-12-31 | $195,723 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Other income received | 2019-12-31 | $16,149 |
Net income (gross income less expenses) | 2019-12-31 | $111,022 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $306,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $195,723 |
Assets. Value of employer securities | 2019-12-31 | $306,745 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $94,873 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $91,410 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $195,723 |
Total plan assets at beginning of year | 2018-12-31 | $104,313 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
Other income received | 2018-12-31 | $-3,463 |
Net income (gross income less expenses) | 2018-12-31 | $91,410 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $195,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $104,313 |
Assets. Value of employer securities | 2018-12-31 | $195,723 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $94,873 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $104,313 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $104,313 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
Other income received | 2017-12-31 | $9,440 |
Net income (gross income less expenses) | 2017-12-31 | $104,313 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $104,313 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $104,313 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $94,873 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2023: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EAGLE SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |