Oceanfirst Bank Employee Stock Ownership Plan — Form 5500 plan (Oceanfirst 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, Oceanfirst Bank Employee Stock Ownership Plan is a benefit plan reported by Oceanfirst Bank under EIN 21-0607451 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,057 participants and $28,709,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oceanfirst Bank
EIN
21-0607451
Plan number
004
Plan type
2
Location
Toms River, NJ
Latest filing year
2023
Participants
1,057
End-of-year plan assets
$28,709,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,057H, C20241007110314NAL0007507843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,709,313
Total liabilities (EOY)
$4,241,197
Net assets (EOY)
$24,468,116
Net assets (BOY)
$29,008,398

Income & contributions

Employer contributions
$2,444,751
Total contributions
$2,444,751
Total income / additions
-$2,194,085

Expenses & distributions

Benefits paid
$2,097,083
Administrative expenses
$66,060
Total expenses
$2,346,197
Net increase / (decrease)
-$4,540,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greatbanc Trust CompanyTRUSTEE$41,100not reported in the loaded dataset2023
Mazars Usa LlpACCOUNTANT$24,960not reported in the loaded dataset2023

Related Form 5500 pages