2023 Form 5500 filing — East Cambridge Savings 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 20240830073811NAL0007024675001) for East Cambridge Savings Bank 401(K) Plan, reported by East Cambridge Savings Bank under EIN 04-1269550 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.7MReported net assets$21,743,301
Participants240
Provider compensation$65.9K3 Schedule C row(s)$65,887
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830073811NAL0007024675001
Plan sponsor
East Cambridge Savings Bank
EIN
04-1269550
Plan number
002
Location
Cambridge, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.7M total assets
Net assets$21.7MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$476.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$21,743,301
Total liabilities (EOY)
$0
Net assets (EOY)
$21,743,301
Employer contributions
$476,443
Participant contributions
$1,265,634
Total income / additions
$4,863,223
Benefits paid
$1,753,520
Administrative expenses
$15,692
Total expenses
$1,770,692
Net increase / (decrease)
$3,092,531

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$39,874not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$25,713$0
Qdro Consultants Company, LLCOTHER$300not reported in the loaded dataset

Related Form 5500 pages