Who sponsors the St. Mary'S Bank 401(K) Plan?

St. Mary'S Bank 401(K) Plan is reported as sponsored by St. Mary'S Bank (EIN 02-0187390, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for St. Mary'S Bank 401(K) Plan?

The latest Form 5500 filing year loaded for St. Mary'S Bank 401(K) Plan is 2023.

How many participants does St. Mary'S Bank 401(K) Plan report?

St. Mary'S Bank 401(K) Plan reports 390 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for St. Mary'S Bank 401(K) Plan?

St. Mary'S Bank 401(K) Plan reports $20,819,692 in end-of-year plan assets in its latest loaded Form 5500 filing.

St. Mary'S Bank 401(K) Plan — Form 5500 plan (St. Mary'S Bank)

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, St. Mary'S Bank 401(K) Plan is a benefit plan reported by St. Mary'S Bank under EIN 02-0187390 and plan number 002. The latest loaded filing year is 2023. The filing reports 390 participants and $20,819,692 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.8MPlan net assets, end of year$20,819,692

Participants390Covered participants reported

Assets / participant$53.4KComputed: assets ÷ participants$53,384 (computed)

Provider compensation$59.4K1 Schedule C provider row(s)$59,392

Plan sponsor: St. Mary'S Bank
EIN: 02-0187390
Plan number: 002
Plan type: 2
Location: Manchester, NH
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	390	H, C	20241011133849NAL0010976659001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.8M total assets

Net assets$20.8MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$6.5M

Benefits paid / distributions$6.4M

Contributions

Employer$543.5K

Participant$1.6M

Full reported line items

Net assets

Total assets (EOY): $20,819,692
Total liabilities (EOY): $0
Net assets (EOY): $20,819,692
Net assets (BOY): $20,473,941

Income & contributions

Employer contributions: $543,481
Participant contributions: $1,587,775
Total contributions: $3,637,437
Total income / additions: $6,840,817

Expenses & distributions

Benefits paid: $6,427,442
Administrative expenses: $62,385
Total expenses: $6,495,066
Net increase / (decrease): $345,751

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Cmfg Life Insurance Company	NONE	$59,392	$0	2023