Plan5500

Walden Savings Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Walden Savings Bank (EIN 14-1155630) is a plan sponsor located in Montgomery, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
14-1155630
Location
Montgomery, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.7MSummed across loaded plans$15,726,120
Total reported assets$15.7M$15,726,120
Total reported participants313
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.7M total assets
Net assets$15.7MLiabilities$0
Contributions & income
Employer contributions$379.5K
Participant contributions$839.3K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$876.2K
Total expenses$967.7K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Walden Savings Bank 401(K) Plan
Participants per plan157Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Walden Savings Bank 401(K) Plan$15.7M
    Plan #002 · 175 participants · 2023
  2. 2
    Walden Savings Bank Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 138 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Walden Savings Bank
YearPlanParticipantsSchedulesFiling
2023Walden Savings Bank Welfare Benefit Plan138—20240708175102NAL0014562001001
2023Walden Savings Bank 401(K) Plan175H, C20240730092728NAL0031388000001

Related Form 5500 pages