2023 Form 5500 filing — Peapack-Gladstone Bank Employees Savings And Investments Plan
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 20240702132027NAL0010890274001) for Peapack-Gladstone Bank Employees Savings And Investments Plan, reported by Peapack-Gladstone Bank under EIN 22-2491488 and plan number 002. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702132027NAL0010890274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peapack-Gladstone Bank
- EIN
- 22-2491488
- Plan number
- 002
- Location
- Bedminster, NJ
- Participants
- 619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,916,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,916,022
- Employer contributions
- $3,294,007
- Participant contributions
- $6,386,723
- Total income / additions
- $22,988,812
- Benefits paid
- $7,569,075
- Administrative expenses
- $182,358
- Total expenses
- $7,752,173
- Net increase / (decrease)
- $15,236,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors Inc | NONE | $113,347 | not reported in the loaded dataset |
| Crowe Horwath Llp | NONE | $49,575 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $27,291 | $0 |