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, Bancroft Defined Contribution Retirement Plan is a benefit plan reported by Bancroft under EIN 21-0672770 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,602 participants and $83,095,631 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,095,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,095,631
- Net assets (BOY)
- $69,501,578
Income & contributions
- Employer contributions
- $1,586,458
- Participant contributions
- $7,042,378
- Total contributions
- $9,036,681
- Total income / additions
- $20,931,328
Expenses & distributions
- Benefits paid
- $7,092,822
- Administrative expenses
- $244,453
- Total expenses
- $7,337,275
- Net increase / (decrease)
- $13,594,053