Bankguam Holding Company 401(K) Retirement Savings Plan — Form 5500 plan (Bankguam Holding Company)
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, Bankguam Holding Company 401(K) Retirement Savings Plan is a benefit plan reported by Bankguam Holding Company under EIN 90-0600144 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $30,487,966 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$30.5MPlan net assets, end of year$30,487,966
Participants552Covered participants reported
Assets / participant$55.2KComputed: assets ÷ participants$55,232 (computed)
Provider compensation$133.2K1 Schedule C provider row(s)$133,194
- Plan sponsor
- Bankguam Holding Company
- EIN
- 90-0600144
- Plan number
- 001
- Plan type
- 2
- Location
- Hagatna, GU
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241011204210NAL0022655537001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$30.5M total assets
Net assets$30.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,487,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,487,966
- Net assets (BOY)
- $25,937,346
Income & contributions
- Employer contributions
- $1,401,288
- Participant contributions
- $2,123,398
- Total contributions
- $3,590,528
- Total income / additions
- $7,654,091
Expenses & distributions
- Benefits paid
- $2,970,277
- Administrative expenses
- $133,194
- Total expenses
- $3,103,471
- Net increase / (decrease)
- $4,550,620
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asc Trust, LLC | TRUSTEE | $133,194 | not reported in the loaded dataset | 2023 |