Retirement plan

FIRST NORTHEAST BANK OF NEBRASKA 401(K) PROFIT SHARING PLAN

Name: FIRST NORTHEAST BANK OF NEBRASKA - FIRST NORTHEAST BANK OF NEBRASKA 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: FIRST NORTHEAST BANK OF NEBRASKA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST NORTHEAST BANK OF NEBRASKA 401(K) PROFIT SHARING PLAN, FIRST NORTHEAST BANK OF NEBRASKA

FIRST NORTHEAST BANK OF NEBRASKAEIN 47-0227675Plan #001PY 2025

P.O. BOX 9 - LYONS, NE 680380009402-687-2640LinkedIn51-200 employeesbanking

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+11.6% from 2024

Total participants

0.0% from 2024

Average account balance

$167,908

+15.2% from 2024

Annual return

14.00%

+0.92 pp from 2024

Benchmarks

See 5,685 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort5,685 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$10.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$168K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

132.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$335K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$9142

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$558K

$12123 / participant

Other / not subdivided$558K100.0%

% of EOY assets

5.444%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,908

$148,978+12.7%

$200,582-16.3%

$84,808+98.0%

Participation rate

93.5%

84.2%+9.2pp

86.9%+6.6pp

68.3%+25.2pp

Annual return

14.00%

28.16%-14.2pp

42.33%-28.3pp

40.90%-26.9pp

Employer contribution / active EE

$3,579

$4,815-25.7%

$6,419-44.2%

$2,631+36.1%

Participant deferral / active EE

$3,698

$7,142-48.2%

$9,331-60.4%

$4,212-12.2%

Admin fee / account holder

$9,142

$13,977-34.6%

$16,305-43.9%

$7,344+24.5%

FIRST NORTHEAST BANK OF NEBRASKA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST NORTHEAST BANK OF NEBRASKA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion