Sturdy Savings Bank 401k Retirement Savings Plan — Form 5500 plan (Sturdy 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, Sturdy Savings Bank 401k Retirement Savings Plan is a benefit plan reported by Sturdy Savings Bank under EIN 21-0605343 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $34,014,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sturdy Savings Bank
- EIN
- 21-0605343
- Plan number
- 002
- Plan type
- 2
- Location
- Stone Harbor, NJ
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $34,014,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240920132636NAL0007521265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,014,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,014,843
- Net assets (BOY)
- $30,188,057
Income & contributions
- Employer contributions
- $760,596
- Participant contributions
- $1,069,768
- Total contributions
- $1,830,364
- Total income / additions
- $5,742,390
Expenses & distributions
- Benefits paid
- $1,838,673
- Administrative expenses
- $67,354
- Total expenses
- $1,915,604
- Net increase / (decrease)
- $3,826,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $43,116 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $23,048 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,190 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sturdy Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Stone Harbor, NJ
- Cetera Investment Advisers LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation