2023 Form 5500 filing — Sturdy Savings Bank 401k 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 20240920132636NAL0007521265001) for Sturdy Savings Bank 401k Retirement Savings Plan, reported by Sturdy Savings Bank under EIN 21-0605343 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920132636NAL0007521265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sturdy Savings Bank
- EIN
- 21-0605343
- Plan number
- 002
- Location
- Stone Harbor, NJ
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,014,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,014,843
- Employer contributions
- $760,596
- Participant contributions
- $1,069,768
- Total income / additions
- $5,742,390
- Benefits paid
- $1,838,673
- Administrative expenses
- $67,354
- Total expenses
- $1,915,604
- Net increase / (decrease)
- $3,826,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $43,116 | not reported in the loaded dataset |
| Cohnreznick Llp | AUDITOR | $23,048 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,190 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |