Sugar River Bank Pension Plan — Form 5500 plan (Sugar River 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, Sugar River Bank Pension Plan is a benefit plan reported by Sugar River Bank under EIN 02-0195180 and plan number 001. The latest loaded filing year is 2023. The filing reports 66 participants and $9,597,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sugar River Bank
- EIN
- 02-0195180
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, NH
- Latest filing year
- 2023
- Participants
- 66
- End-of-year plan assets
- $9,597,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 66 | I | 20241015094526NAL0016080627001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,597,274
- Net assets (EOY)
- $9,597,274
- Net assets (BOY)
- $9,412,666
Income & contributions
- Total income / additions
- $755,018
Expenses & distributions
- Benefits paid
- $504,044
- Total expenses
- $570,410
- Net increase / (decrease)
- $184,608
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.