2023 Form 5500 filing — Centreville Savings Bank 401(K) 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 20241004132401NAL0012257297001) for Centreville Savings Bank 401(K) Plan, reported by Centreville Savings Bank under EIN 05-0118560 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132401NAL0012257297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centreville Savings Bank
- EIN
- 05-0118560
- Plan number
- 002
- Location
- West Warwick, RI
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,564,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,564,075
- Employer contributions
- $2,577,937
- Participant contributions
- $1,529,439
- Total income / additions
- $7,930,090
- Benefits paid
- $1,536,077
- Administrative expenses
- $115,170
- Total expenses
- $1,658,090
- Net increase / (decrease)
- $6,272,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $68,175 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $29,467 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $750 | $10,000 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |