Plan5500

Jeff Bank Pension Plan — Form 5500 plan (Jeff 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, Jeff Bank Pension Plan is a benefit plan reported by Jeff Bank under EIN 14-0779859 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $23,496,498 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeff Bank
EIN
14-0779859
Plan number
001
Plan type
2
Location
Jeffersonville, NY
Latest filing year
2023
Participants
170
End-of-year plan assets
$23,496,498

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250627150120NAL0005552323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,496,498
Total liabilities (EOY)
$0
Net assets (EOY)
$23,496,498
Net assets (BOY)
$22,073,589

Income & contributions

Total contributions
$0
Total income / additions
$3,034,804

Expenses & distributions

Benefits paid
$1,536,791
Administrative expenses
$75,104
Total expenses
$1,611,895
Net increase / (decrease)
$1,422,909

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$63,125not reported in the loaded dataset2023
MatrixNONE$11,979not reported in the loaded dataset2023

Related Form 5500 pages