East Cambridge Savings Bank 401(K) Plan — Form 5500 plan (East Cambridge Savings 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, East Cambridge Savings Bank 401(K) Plan is a benefit plan reported by East Cambridge Savings Bank under EIN 04-1269550 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $21,743,301 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.7MPlan net assets, end of year$21,743,301
Participants240Covered participants reported
Assets / participant$90.6KComputed: assets ÷ participants$90,597 (computed)
Provider compensation$65.9K3 Schedule C provider row(s)$65,887
Plan sponsor
East Cambridge Savings Bank
EIN
04-1269550
Plan number
002
Plan type
2
Location
Cambridge, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240830073811NAL0007024675001
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)$21.7M total assets
Net assets$21.7MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$476.4K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$21,743,301
Total liabilities (EOY)
$0
Net assets (EOY)
$21,743,301
Net assets (BOY)
$18,650,770

Income & contributions

Employer contributions
$476,443
Participant contributions
$1,265,634
Total contributions
$1,744,214
Total income / additions
$4,863,223

Expenses & distributions

Benefits paid
$1,753,520
Administrative expenses
$15,692
Total expenses
$1,770,692
Net increase / (decrease)
$3,092,531
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$39,874not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$25,713$02023
Qdro Consultants Company, LLCOTHER$300not reported in the loaded dataset2023

Related Form 5500 pages