2023 Form 5500 filing — Salisbury Bank And Trust Company Employee Stock Ownership 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 20241014161318NAL0013603651001) for Salisbury Bank And Trust Company Employee Stock Ownership Plan, reported by Salisbury Bank And Trust Co. under EIN 06-0521260 and plan number 004. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161318NAL0013603651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salisbury Bank And Trust Co.
- EIN
- 06-0521260
- Plan number
- 004
- Location
- Lakeville, CT
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,828,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,828,211
- Employer contributions
- $144,258
- Total income / additions
- $230,936
- Benefits paid
- $60,208
- Administrative expenses
- $3,125
- Total expenses
- $63,333
- Net increase / (decrease)
- $167,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $3,125 | not reported in the loaded dataset |