Provident Savings Bank, F.S.B. Employee Stock Ownership Plan — Form 5500 plan (Provident Savings Bank, F.S.B.)

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, Provident Savings Bank, F.S.B. Employee Stock Ownership Plan is a benefit plan reported by Provident Savings Bank, F.S.B. under EIN 95-6024097 and plan number 002. The latest loaded filing year is 2023. The filing reports 511 participants and $12,670,723 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.7MPlan net assets, end of year$12,670,723
Participants511Covered participants reported
Assets / participant$24.8KComputed: assets ÷ participants$24,796 (computed)
Provider compensationNone reported
Plan sponsor
Provident Savings Bank, F.S.B.
EIN
95-6024097
Plan number
002
Plan type
2
Location
Riverside, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023511H20241011121424NAL0038669904001
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$99.3K
Total expenses$869.2K
Benefits paid / distributions$869.2K
Contributions
Employer$544.1K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$12,670,723
Total liabilities (EOY)
$0
Net assets (EOY)
$12,670,723
Net assets (BOY)
$13,440,711

Income & contributions

Employer contributions
$544,115
Total contributions
$544,115
Total income / additions
$99,259

Expenses & distributions

Benefits paid
$869,247
Administrative expenses
$0
Total expenses
$869,247
Net increase / (decrease)
-$769,988
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.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income876%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages