Bank Of Stockton — 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, Bank Of Stockton (EIN 94-0902780) is a plan sponsor located in Stockton, 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
94-0902780
Location
Stockton, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,824,528
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$57,824,528

Contributions & income

Employer contributions
$0
Participant contributions
$2,950,319
Total income / additions
$12,690,285

Expenses & distributions

Benefits paid / distributions
$5,722,231
Total expenses
$5,725,411
Net increase / (decrease)
$6,964,874

Coverage

Total reported participants
1,130
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Bank Of Stockton plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bank Of Stockton 401(K) Plan And Trust002544$57,824,5282023
Bank Of Stockton Group Health Plan504586not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bank Of Stockton
YearPlanParticipantsSchedulesFiling
2023Bank Of Stockton Group Health Plan58620240523114225NAL0005143937001
2023Bank Of Stockton 401(K) Plan And Trust544H, C20241015113757NAL0016242163001

Related Form 5500 pages