2023 Form 5500 filing — The Retirement Plan For Employees Of Bath Savings Institution

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 20241011100215NAL0022534273001) for The Retirement Plan For Employees Of Bath Savings Institution, reported by Bath Savings Institution under EIN 01-0026120 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241011100215NAL0022534273001
Filing year
2023
Form type
2
Plan sponsor
Bath Savings Institution
EIN
01-0026120
Plan number
001
Location
Bath, ME
Participants
269
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$58,961,679
Total liabilities (EOY)
$0
Net assets (EOY)
$58,961,679
Employer contributions
$3,971,847
Total income / additions
$10,814,656
Benefits paid
$688,831
Administrative expenses
$4,650
Total expenses
$693,481
Net increase / (decrease)
$10,121,175
Schedule source
Schedule H

Related Form 5500 pages