2023 Form 5500 filing — The Retirement Plan For Employees Of Bath Savings Institution
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 20241011100215NAL0022534273001) for The Retirement Plan For Employees Of Bath Savings Institution, reported by Bath Savings Institution under EIN 01-0026120 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$59MReported net assets$58,961,679
Participants269
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241011100215NAL0022534273001
- Plan sponsor
- Bath Savings Institution
- EIN
- 01-0026120
- Plan number
- 001
- Location
- Bath, ME
- 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)$59M total assets
Net assets$59MLiabilities$0
Full reported line items
- Total assets (EOY)
- $58,961,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,961,679
- Employer contributions
- $3,971,847
- Total income / additions
- $10,814,656
- Benefits paid
- $688,831
- Administrative expenses
- $4,650
- Total expenses
- $693,481
- Net increase / (decrease)
- $10,121,175