2023 Form 5500 filing — Exchange Bank Savings And Profit Sharing 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 20241015103156NAL0057013762001) for Exchange Bank Savings And Profit Sharing Plan, reported by Exchange Bank under EIN 94-0463800 and plan number 002. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103156NAL0057013762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exchange Bank
- EIN
- 94-0463800
- Plan number
- 002
- Location
- Santa Rosa, CA
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,840,022
- Total liabilities (EOY)
- $75,582
- Net assets (EOY)
- $106,764,440
- Employer contributions
- $1,153,613
- Participant contributions
- $2,422,722
- Total income / additions
- $19,150,988
- Benefits paid
- $6,416,063
- Administrative expenses
- $3,800
- Total expenses
- $6,419,863
- Net increase / (decrease)
- $12,731,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Advisors | RECORDKEEPER | $0 | $3,800 |