2023 Form 5500 filing — Bank Of Marin 401(K) 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 20250123130926NAL0004142675001) for Bank Of Marin 401(K) Plan, reported by Bank Of Marin under EIN 68-0197989 and plan number 001. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123130926NAL0004142675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of Marin
- EIN
- 68-0197989
- Plan number
- 001
- Location
- Novato, CA
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,861,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,861,587
- Employer contributions
- $870,686
- Participant contributions
- $2,494,924
- Total income / additions
- $11,253,672
- Benefits paid
- $2,983,510
- Administrative expenses
- $121,638
- Total expenses
- $3,105,148
- Net increase / (decrease)
- $8,148,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |