Sugar River Bank 401(K) 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 401(K) Plan is a benefit plan reported by Sugar River Bank under EIN 02-0195180 and plan number 002. The latest loaded filing year is 2023. The filing reports 94 participants and $8,283,619 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
- 002
- Plan type
- 2
- Location
- Newport, NH
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $8,283,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | I | 20240930131229NAL0009439216001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,283,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,283,619
- Net assets (BOY)
- $6,700,406
Income & contributions
- Employer contributions
- $237,512
- Participant contributions
- $328,814
- Total income / additions
- $1,906,407
Expenses & distributions
- Benefits paid
- $318,034
- Administrative expenses
- $5,160
- Total expenses
- $323,194
- Net increase / (decrease)
- $1,583,213
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.