Bank Of Marin Employee Stock Ownership Plan — Form 5500 plan (Bank Of Marin)
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, Bank Of Marin Employee Stock Ownership Plan is a benefit plan reported by Bank Of Marin under EIN 68-0197989 and plan number 002. The latest loaded filing year is 2023. The filing reports 452 participants and $13,478,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Marin
- EIN
- 68-0197989
- Plan number
- 002
- Plan type
- 2
- Location
- Novato, CA
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $13,478,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20250123131135NAL0010500048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,478,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,478,518
- Net assets (BOY)
- $18,124,256
Income & contributions
- Employer contributions
- $1,347,375
- Total contributions
- $1,347,375
- Total income / additions
- -$4,072,887
Expenses & distributions
- Benefits paid
- $539,156
- Administrative expenses
- $33,695
- Total expenses
- $572,851
- Net increase / (decrease)
- -$4,645,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | RECORD KEEPER | $33,696 | $0 | 2023 |
| Pentegra Trust Company | TRUSTEE | $0 | $0 | 2023 |