2023 Form 5500 filing — Cambridge Bancorp 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 20241011084715NAL0022435041001) for Cambridge Bancorp Employee Retirement Plan, reported by Cambridge Trust Company under EIN 04-1145370 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084715NAL0022435041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cambridge Trust Company
- EIN
- 04-1145370
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,128,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,128,324
- Total income / additions
- $5,852,298
- Benefits paid
- $1,937,299
- Administrative expenses
- $146,136
- Total expenses
- $2,083,435
- Net increase / (decrease)
- $3,768,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown Advisory | N/A | $129,267 | not reported in the loaded dataset |
| Charles Schwab Trust Company | N/A | $16,869 | not reported in the loaded dataset |