Connectone Bank 401k Plan — Form 5500 plan (Connectone 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, Connectone Bank 401k Plan is a benefit plan reported by Connectone Bank under EIN 20-1172127 and plan number 001. The latest loaded filing year is 2023. The filing reports 686 participants and $45,927,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connectone Bank
- EIN
- 20-1172127
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 686
- End-of-year plan assets
- $45,927,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 686 | H, C | 20241008115052NAL0009609683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,927,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,927,963
- Net assets (BOY)
- $35,428,984
Income & contributions
- Employer contributions
- $2,526,534
- Participant contributions
- $4,340,364
- Total contributions
- $8,041,415
- Total income / additions
- $14,164,049
Expenses & distributions
- Benefits paid
- $3,617,674
- Administrative expenses
- $47,396
- Total expenses
- $3,665,070
- Net increase / (decrease)
- $10,498,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Saiph Capital, LLC | SERVICE PROVIDER | $0 | $59,586 | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY (PAR | $47,029 | $0 | 2023 |
| Loren D. Stark Company | THIRD PARTY ADMINISTRATO | $0 | $18,835 | 2023 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $11,644 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY (PLA | $0 | $6,480 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connectone Bank
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Saiph Capital, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Loren D. Stark Company — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation
- Morningstar — Schedule C compensation