2023 Form 5500 filing — Bancroft Defined Contribution Retirement 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 20241014114928NAL0013230019001) for Bancroft Defined Contribution Retirement Plan, reported by Bancroft under EIN 21-0672770 and plan number 001. It reports 3,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114928NAL0013230019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bancroft
- EIN
- 21-0672770
- Plan number
- 001
- Location
- Moorestown, NJ
- Participants
- 3,602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,095,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,095,631
- Employer contributions
- $1,586,458
- Participant contributions
- $7,042,378
- Total income / additions
- $20,931,328
- Benefits paid
- $7,092,822
- Administrative expenses
- $244,453
- Total expenses
- $7,337,275
- Net increase / (decrease)
- $13,594,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $242,592 | $0 |
| Tiaa | CUSTODIAN | $25 | $41,504 |
| Cref-Tiaa-Cref Investment Mgmt,LLC | CUSTODIAN | $0 | $19,757 |