The Retirement Plan For Employees Of Bath Savings Institution — Form 5500 plan (Bath Savings Institution)
Plain-English plan 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, The Retirement Plan For Employees Of Bath Savings Institution is a benefit plan reported by Bath Savings Institution under EIN 01-0026120 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $58,961,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bath Savings Institution
- EIN
- 01-0026120
- Plan number
- 001
- Plan type
- 2
- Location
- Bath, ME
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H | 20241011100215NAL0022534273001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $58,961,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,961,679
- Net assets (BOY)
- $48,840,504
Income & contributions
- Employer contributions
- $3,971,847
- Total contributions
- $3,971,847
- Total income / additions
- $10,814,656
Expenses & distributions
- Benefits paid
- $688,831
- Administrative expenses
- $4,650
- Total expenses
- $693,481
- Net increase / (decrease)
- $10,121,175
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.