2023 Form 5500 filing — Sugar River 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 20240930131229NAL0009439216001) for Sugar River Bank 401(K) Plan, reported by Sugar River Bank under EIN 02-0195180 and plan number 002. It reports 94 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930131229NAL0009439216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sugar River Bank
- EIN
- 02-0195180
- Plan number
- 002
- Location
- Newport, NH
- Participants
- 94
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,283,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,283,619
- Employer contributions
- $237,512
- Participant contributions
- $328,814
- Total income / additions
- $1,906,407
- Benefits paid
- $318,034
- Administrative expenses
- $5,160
- Total expenses
- $323,194
- Net increase / (decrease)
- $1,583,213
- Schedule source
- Schedule I