2023 Form 5500 filing — Claremont Savings Bank 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624140537NAL0008373200002) for Claremont Savings Bank 401(K) Profit Sharing Plan & Trust, reported by Claremont Savings Bank under EIN 02-0119060 and plan number 002. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624140537NAL0008373200002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Claremont Savings Bank
- EIN
- 02-0119060
- Plan number
- 002
- Location
- Claremont, NH
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,047,062
- Net assets (EOY)
- $15,047,062
- Employer contributions
- $210,757
- Participant contributions
- $472,202
- Total income / additions
- $3,346,310
- Benefits paid
- $3,120,916
- Administrative expenses
- $79,974
- Total expenses
- $3,200,890
- Net increase / (decrease)
- $145,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Third Party Administrators, Inc. | TPA | $3,300 | $0 |
| John Hancock Usa | RECORDKEEPER | $1,923 | $0 |