2023 Form 5500 filing — Orient Bancorporation Employee Retirement Plan
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 20240701165508NAL0005768912001) for Orient Bancorporation Employee Retirement Plan, reported by Bank Of The Orient under EIN 94-1732792 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701165508NAL0005768912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of The Orient
- EIN
- 94-1732792
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,042,588
- Net assets (EOY)
- $25,042,588
- Employer contributions
- $223,943
- Participant contributions
- $822,002
- Total income / additions
- $6,024,202
- Benefits paid
- $2,884,745
- Administrative expenses
- $30,442
- Total expenses
- $2,915,279
- Net increase / (decrease)
- $3,108,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Reitrement Solutions | RECORDKEEPER | $13,942 | $0 |
| Patrick Buzarellos Kendrick Cpa Llp | AUDITOR | $8,500 | not reported in the loaded dataset |