2023 Form 5500 filing — China Merchants Bank 401(K) 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 20240712122313NAL0019821969002) for China Merchants Bank 401(K) Plan, reported by China Merchants Bank under EIN 98-0387966 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712122313NAL0019821969002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- China Merchants Bank
- EIN
- 98-0387966
- Plan number
- 001
- Location
- New York, NY
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,111,336
- Net assets (EOY)
- $28,111,336
- Employer contributions
- $1,513,270
- Participant contributions
- $1,618,840
- Total income / additions
- $7,518,273
- Benefits paid
- $760,239
- Administrative expenses
- $6,055
- Total expenses
- $766,294
- Net increase / (decrease)
- $6,751,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $5,431 | $84,904 |
| Ameriprise Financial | not reported in the loaded dataset | $0 | $60,592 |
| Intac Actuarial | TPA | $626 | not reported in the loaded dataset |