2023 Form 5500 filing — Retirement Plan For Oceanfirst Bank
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701094049NAL0002696835003) for Retirement Plan For Oceanfirst Bank, reported by Oceanfirst Bank under EIN 21-0607451 and plan number 002. It reports 1,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701094049NAL0002696835003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oceanfirst Bank
- EIN
- 21-0607451
- Plan number
- 002
- Location
- Toms River, NJ
- Participants
- 1,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,265,264
- Net assets (EOY)
- $98,265,264
- Employer contributions
- $2,261,650
- Participant contributions
- $6,517,590
- Total income / additions
- $21,847,384
- Benefits paid
- $12,725,957
- Administrative expenses
- $155,304
- Total expenses
- $12,913,323
- Net increase / (decrease)
- $8,934,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $117,864 | $0 |
| Mazars Usa Llp | AUDITOR | $37,440 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |