2023 Form 5500 filing — Ledyard National Bank Employees' Savings & Profit Sharing Plan And Trust

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 20241007115837NAL0007545811001) for Ledyard National Bank Employees' Savings & Profit Sharing Plan And Trust, reported by Ledyard National Bank under EIN 02-0435982 and plan number 003. It reports 149 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)$21.6MReported net assets$21,636,147
Participants149
Provider compensation$11.7K2 Schedule C row(s)$11,664
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007115837NAL0007545811001
Plan sponsor
Ledyard National Bank
EIN
02-0435982
Plan number
003
Location
West Lebanon, NH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$21.6M total assets
Net assets$21.6MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$327.5K
Participant$1M
Full reported line items
Total assets (EOY)
$21,636,147
Total liabilities (EOY)
$0
Net assets (EOY)
$21,636,147
Employer contributions
$327,526
Participant contributions
$1,018,766
Total income / additions
$4,747,771
Benefits paid
$1,626,821
Administrative expenses
$41,664
Total expenses
$1,671,125
Net increase / (decrease)
$3,076,646
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADV/ADVISOR · Direct $18.8K
  2. 2
    RECORDKEEPER · Direct -$7.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007115837NAL0007545811001 cover?
It is the 2023 Form 5500 filing for Ledyard National Bank Employees' Savings & Profit Sharing Plan And Trust, reported by Ledyard National Bank (EIN 02-0435982).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages