2023 Form 5500 filing — Clearpoint Federal Bank & Trust Retirement Savings 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 20240703135711NAL0007329537001) for Clearpoint Federal Bank & Trust Retirement Savings Plan, reported by Clearpoint Federal Bank & Trust under EIN 35-2047688 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240703135711NAL0007329537001
Filing year
2023
Form type
2
Plan sponsor
Clearpoint Federal Bank & Trust
EIN
35-2047688
Plan number
001
Location
Batesville, IN
Participants
42
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,651,495
Total liabilities (EOY)
$0
Net assets (EOY)
$3,651,495
Employer contributions
$104,800
Participant contributions
$206,510
Total income / additions
$939,295
Benefits paid
$27,573
Administrative expenses
$75
Total expenses
$21,018
Net increase / (decrease)
$918,277
Schedule source
Schedule I

Related Form 5500 pages