2023 Form 5500 filing — Bank Of Marin 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 20250123131135NAL0010500048001) for Bank Of Marin Employee Stock Ownership Plan, reported by Bank Of Marin under EIN 68-0197989 and plan number 002. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123131135NAL0010500048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of Marin
- EIN
- 68-0197989
- Plan number
- 002
- Location
- Novato, CA
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,478,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,478,518
- Employer contributions
- $1,347,375
- Total income / additions
- -$4,072,887
- Benefits paid
- $539,156
- Administrative expenses
- $33,695
- Total expenses
- $572,851
- Net increase / (decrease)
- -$4,645,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. | RECORD KEEPER | $33,696 | $0 |
| Pentegra Trust Company | TRUSTEE | $0 | $0 |