2023 Form 5500 filing — The Retirement Plan Of Apple Bank For Savings

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 20250715121519NAL0001591939001) for The Retirement Plan Of Apple Bank For Savings, reported by Apple Bank under EIN 13-0822710 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$63.6MReported net assets$63,643,548
Participants722
Provider compensation$153.1K2 Schedule C row(s)$153,102
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715121519NAL0001591939001
Plan sponsor
Apple Bank
EIN
13-0822710
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$63.6M total assets
Net assets$63.6MLiabilities$0
Money in vs. money out
Total income / additions$10.8M
Total expenses$4.3M
Benefits paid / distributions$3.6M
Full reported line items
Total assets (EOY)
$63,643,548
Total liabilities (EOY)
$0
Net assets (EOY)
$63,643,548
Total income / additions
$10,798,445
Benefits paid
$3,645,268
Administrative expenses
$624,062
Total expenses
$4,269,330
Net increase / (decrease)
$6,529,115
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $101.5K · Indirect $0
  2. 2
    ACTUARY · Direct $51.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715121519NAL0001591939001 cover?
It is the 2023 Form 5500 filing for The Retirement Plan Of Apple Bank For Savings, reported by Apple Bank (EIN 13-0822710).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages