2023 Form 5500 filing — Lake Sunapee Bank, Fsb Employees' 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 20241004092259NAL0006551331001) for Lake Sunapee Bank, Fsb Employees' Retirement Plan, reported by Bar Harbor Bank & Trust under EIN 02-0173110 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004092259NAL0006551331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bar Harbor Bank & Trust
- EIN
- 02-0173110
- Plan number
- 001
- Location
- Bar Harbor, ME
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,349,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,349,879
- Total income / additions
- $684,206
- Benefits paid
- $316,518
- Administrative expenses
- $62,067
- Total expenses
- $378,585
- Net increase / (decrease)
- $305,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Trust Company | TRUSTEE | $31,817 | not reported in the loaded dataset |
| Pentegra Services Inc. | ADMINISTRATION | $11,424 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $0 | not reported in the loaded dataset |