2023 Form 5500 filing — Territorial Savings Bank 401(K) 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 20250309171819NAL0014999905001) for Territorial Savings Bank 401(K) Plan, reported by Territorial Savings Bank under EIN 99-0056630 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$38.7MReported net assets$38,721,851
Participants318
Provider compensation$13.2K1 Schedule C row(s)$13,212
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250309171819NAL0014999905001
Plan sponsor
Territorial Savings Bank
EIN
99-0056630
Plan number
002
Location
Honolulu, HI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$38.7M total assets
Net assets$38.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$61.9K
Participant$1.4M
Full reported line items
Total assets (EOY)
$38,721,851
Total liabilities (EOY)
$0
Net assets (EOY)
$38,721,851
Employer contributions
$61,863
Participant contributions
$1,424,130
Total income / additions
$2,414,326
Benefits paid
$1,230,400
Administrative expenses
$13,212
Total expenses
$1,266,302
Net increase / (decrease)
$1,148,024

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$13,212$0

Related Form 5500 pages