2023 Form 5500 filing — Santa Cruz County Bank Retirement Trust
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 20241014101124NAL0013109107001) for Santa Cruz County Bank Retirement Trust, reported by Santa Cruz County Bank under EIN 13-4265907 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101124NAL0013109107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Cruz County Bank
- EIN
- 13-4265907
- Plan number
- 001
- Location
- Santa Cruz, CA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,361,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,361,865
- Employer contributions
- $367,540
- Participant contributions
- $1,264,261
- Total income / additions
- $4,015,373
- Benefits paid
- $1,736,822
- Administrative expenses
- $21,891
- Total expenses
- $1,758,713
- Net increase / (decrease)
- $2,256,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | NONE | $20,751 | not reported in the loaded dataset |