American Riviera 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, American Riviera Bank (EIN 20-5071344) is a plan sponsor located in Santa Barbara, CA 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
20-5071344
Location
Santa Barbara, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.4MSummed across loaded plans$16,418,735
Total reported assets$16.4M$16,418,735
Total reported participants282
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.4M total assets
Net assets$16.4MLiabilities$0
Contributions & income
Employer contributions$570.4K
Participant contributions$1.2M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$641K
Total expenses$674.5K
Net increase / (decrease)$4M

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%American Riviera Bank 401(K) Profit Sharing Plan And Trust
Participants per plan141Average 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
    Plan #001 · 153 participants · 2023
  2. 2
    American Riviera Bank Health & Welfare Plannot reported in the loaded dataset
    Plan #502 · 129 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for American Riviera Bank
YearPlanParticipantsSchedulesFiling
2023American Riviera Bank Health & Welfare Plan12920240611122511NAL0027742881001
2023American Riviera Bank 401(K) Profit Sharing Plan And Trust153H, C20240930113824NAL0005629697001

Related Form 5500 pages