Shawmut Group Employee Stock Ownership Plan — Form 5500 plan (Shawmut Group Inc.)
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, Shawmut Group Employee Stock Ownership Plan is a benefit plan reported by Shawmut Group Inc. under EIN 81-3645861 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,196 participants and $274,195,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shawmut Group Inc.
- EIN
- 81-3645861
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,196
- End-of-year plan assets
- $274,195,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H | 20250910121101NAL0021161761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $274,195,602
- Total liabilities (EOY)
- $27,303,237
- Net assets (EOY)
- $246,892,365
- Net assets (BOY)
- $204,180,879
Income & contributions
- Employer contributions
- $4,924,405
- Total contributions
- $4,924,405
- Total income / additions
- $51,630,947
Expenses & distributions
- Benefits paid
- $9,412,732
- Administrative expenses
- $0
- Total expenses
- $10,454,427
- Net increase / (decrease)
- $41,176,520
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.