2023 Form 5500 filing — Territorial Savings Bank Amended And Restated Esop
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 20241015164515NAL0029155889004) for Territorial Savings Bank Amended And Restated Esop, reported by Territorial Savings Bank under EIN 99-0056630 and plan number 003. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164515NAL0029155889004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Territorial Savings Bank
- EIN
- 99-0056630
- Plan number
- 003
- Location
- Honolulu, HI
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,045,056
- Total liabilities (EOY)
- $3,140,179
- Net assets (EOY)
- $7,904,877
- Employer contributions
- $558,879
- Total income / additions
- -$9,995,172
- Benefits paid
- $613,745
- Administrative expenses
- $58,100
- Total expenses
- $945,077
- Net increase / (decrease)
- -$10,940,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ambrose Esop Advisors, LLC | SERVICE PROVIDER | $28,990 | not reported in the loaded dataset |
| Greatbanc Trust Company | SERVICE PROVIDER | $24,730 | not reported in the loaded dataset |
| Lpl Financial | SERVICE PROVIDER | $3,750 | not reported in the loaded dataset |