Salisbury Bank And Trust Company Employee Stock Ownership Plan — Form 5500 plan (Salisbury Bank And Trust Co.)
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, Salisbury Bank And Trust Company Employee Stock Ownership Plan is a benefit plan reported by Salisbury Bank And Trust Co. under EIN 06-0521260 and plan number 004. The latest loaded filing year is 2023. The filing reports 204 participants and $3,828,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salisbury Bank And Trust Co.
- EIN
- 06-0521260
- Plan number
- 004
- Plan type
- 2
- Location
- Lakeville, CT
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $3,828,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241014161318NAL0013603651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,828,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,828,211
- Net assets (BOY)
- $3,660,608
Income & contributions
- Employer contributions
- $144,258
- Total contributions
- $144,258
- Total income / additions
- $230,936
Expenses & distributions
- Benefits paid
- $60,208
- Administrative expenses
- $3,125
- Total expenses
- $63,333
- Net increase / (decrease)
- $167,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $3,125 | not reported in the loaded dataset | 2023 |