Conference Of State Bank Supervisors Safe Harbor 401(K) Plan — Form 5500 plan (Conference Of State Bank Supervisor)
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, Conference Of State Bank Supervisors Safe Harbor 401(K) Plan is a benefit plan reported by Conference Of State Bank Supervisor under EIN 52-2080072 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $48,677,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conference Of State Bank Supervisor
- EIN
- 52-2080072
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $48,677,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240908144524NAL0001874563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,677,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,677,344
- Net assets (BOY)
- $39,104,988
Income & contributions
- Employer contributions
- $3,072,280
- Participant contributions
- $2,325,777
- Total contributions
- $5,799,564
- Total income / additions
- $12,757,879
Expenses & distributions
- Benefits paid
- $3,056,483
- Administrative expenses
- $128,745
- Total expenses
- $3,185,523
- Net increase / (decrease)
- $9,572,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $121,305 | $0 | 2023 |
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $40,000 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $7,440 | $7,140 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,389 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conference Of State Bank Supervisor
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation