Territorial Savings Bank 401(K) Plan — Form 5500 plan (Territorial Savings Bank)
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, Territorial Savings Bank 401(K) Plan is a benefit plan reported by Territorial Savings Bank under EIN 99-0056630 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $38,721,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Territorial Savings Bank
- EIN
- 99-0056630
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $38,721,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20250309171819NAL0014999905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,721,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,721,851
- Net assets (BOY)
- $37,573,827
Income & contributions
- Employer contributions
- $61,863
- Participant contributions
- $1,424,130
- Total contributions
- $1,904,515
- Total income / additions
- $2,414,326
Expenses & distributions
- Benefits paid
- $1,230,400
- Administrative expenses
- $13,212
- Total expenses
- $1,266,302
- Net increase / (decrease)
- $1,148,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $13,212 | $0 | 2023 |