Clearpoint Federal Bank & Trust Retirement Savings Plan — Form 5500 plan (Clearpoint Federal Bank & Trust)
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, Clearpoint Federal Bank & Trust Retirement Savings Plan is a benefit plan reported by Clearpoint Federal Bank & Trust under EIN 35-2047688 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $3,651,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearpoint Federal Bank & Trust
- EIN
- 35-2047688
- Plan number
- 001
- Plan type
- 2
- Location
- Batesville, IN
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $3,651,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20240703135711NAL0007329537001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,651,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,651,495
- Net assets (BOY)
- $2,733,218
Income & contributions
- Employer contributions
- $104,800
- Participant contributions
- $206,510
- Total income / additions
- $939,295
Expenses & distributions
- Benefits paid
- $27,573
- Administrative expenses
- $75
- Total expenses
- $21,018
- Net increase / (decrease)
- $918,277
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.