North Easton Savings Bank 401(K) Matching Plan — Form 5500 plan (North Easton 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, North Easton Savings Bank 401(K) Matching Plan is a benefit plan reported by North Easton Savings Bank under EIN 04-1677530 and plan number 004. The latest loaded filing year is 2023. The filing reports 183 participants and $15,432,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Easton Savings Bank
- EIN
- 04-1677530
- Plan number
- 004
- Plan type
- 2
- Location
- South Easton, MA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $15,432,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241007153243NAL0027855552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,432,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,432,176
- Net assets (BOY)
- $12,235,382
Income & contributions
- Employer contributions
- $901,914
- Participant contributions
- $864,167
- Total contributions
- $2,435,644
- Total income / additions
- $4,256,002
Expenses & distributions
- Benefits paid
- $1,006,744
- Administrative expenses
- $41,912
- Total expenses
- $1,059,208
- Net increase / (decrease)
- $3,196,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,138 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $8,774 | $3 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Easton Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Easton, MA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation