Shore United Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shore United Bank (EIN 52-1974638) is a plan sponsor located in Easton, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1974638
Location
Easton, MD
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$64,760,651
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$64,760,651

Contributions & income

Employer contributions
$1,639,341
Participant contributions
$3,486,592
Total income / additions
$14,663,890

Expenses & distributions

Benefits paid / distributions
$8,625,258
Total expenses
$8,750,851
Net increase / (decrease)
$5,913,039

Coverage

Total reported participants
786
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Shore United Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shore United Bank 401k Plan001786$64,760,6512023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shore United Bank
YearPlanParticipantsSchedulesFiling
2023Shore United Bank 401k Plan786H, C20241015152308NAL0056929810001

Related Form 5500 pages