2023 Form 5500 filing — The Thomaston Savings Bank 401(K) Savings & 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 20241011144435NAL0012618371001) for The Thomaston Savings Bank 401(K) Savings & Retirement Plan, reported by Thomaston Savings Bank under EIN 06-0561730 and plan number 002. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144435NAL0012618371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomaston Savings Bank
- EIN
- 06-0561730
- Plan number
- 002
- Location
- Thomaston, CT
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,828,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,828,372
- Employer contributions
- $642,771
- Participant contributions
- $1,441,070
- Total income / additions
- $5,353,104
- Benefits paid
- $2,063,673
- Administrative expenses
- $46,341
- Total expenses
- $2,140,763
- Net increase / (decrease)
- $3,212,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $61,839 | $0 |
| Hooker & Holcombe Investment Adviso | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset |
| Usi Advisors Inc | INVESTMENT ADVISOR | $2,500 | not reported in the loaded dataset |