2023 Form 5500 filing — Sugar River Bank Pension 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 20241015094526NAL0016080627001) for Sugar River Bank Pension Plan, reported by Sugar River Bank under EIN 02-0195180 and plan number 001. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015094526NAL0016080627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sugar River Bank
- EIN
- 02-0195180
- Plan number
- 001
- Location
- Newport, NH
- Participants
- 66
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,597,274
- Net assets (EOY)
- $9,597,274
- Total income / additions
- $755,018
- Benefits paid
- $504,044
- Total expenses
- $570,410
- Net increase / (decrease)
- $184,608
- Schedule source
- Schedule I