2023 Form 5500 filing — Territorial Savings Bank Employee 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 20241015154357NAL0057030978001) for Territorial Savings Bank Employee Retirement Plan, reported by Territorial Savings Bank under EIN 99-0056630 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154357NAL0057030978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Territorial Savings Bank
- EIN
- 99-0056630
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,120,563
- Total liabilities (EOY)
- $1,146
- Net assets (EOY)
- $20,119,417
- Employer contributions
- $0
- Total income / additions
- $3,109,851
- Benefits paid
- $1,021,947
- Administrative expenses
- $315,701
- Total expenses
- $1,337,648
- Net increase / (decrease)
- $1,772,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors, LLC | NONE | $118,391 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $73,193 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $24,962 | not reported in the loaded dataset |