2023 Form 5500 filing — Dollar Bank Employee Tax-Sheltered Incentive Savings 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 20240923114725NAL0004127139002) for Dollar Bank Employee Tax-Sheltered Incentive Savings Plan, reported by Dollar Bank, Federal Savings Bank under EIN 25-0444380 and plan number 002. It reports 2,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923114725NAL0004127139002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dollar Bank, Federal Savings Bank
- EIN
- 25-0444380
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 2,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,434,631
- Net assets (EOY)
- $201,434,631
- Employer contributions
- $7,500,224
- Participant contributions
- $7,963,542
- Total income / additions
- $50,029,819
- Benefits paid
- $19,958,860
- Administrative expenses
- $115,808
- Total expenses
- $20,074,668
- Net increase / (decrease)
- $29,955,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Fiduciary Trust Co | OUTSIDE CONTRACTOR | $112,502 | $0 |
| Baker Tilly Us, Llp | OUTSIDE CONTRACTOR | $13,550 | $0 |