2023 Form 5500 filing — North Easton Savings Bank 401(K) Matching 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 20241007153243NAL0027855552001) for North Easton Savings Bank 401(K) Matching Plan, reported by North Easton Savings Bank under EIN 04-1677530 and plan number 004. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007153243NAL0027855552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Easton Savings Bank
- EIN
- 04-1677530
- Plan number
- 004
- Location
- South Easton, MA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,432,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,432,176
- Employer contributions
- $901,914
- Participant contributions
- $864,167
- Total income / additions
- $4,256,002
- Benefits paid
- $1,006,744
- Administrative expenses
- $41,912
- Total expenses
- $1,059,208
- Net increase / (decrease)
- $3,196,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,138 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $8,774 | $3 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |