2023 Form 5500 filing — Jeff 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 20250627150120NAL0005552323001) for Jeff Bank Pension Plan, reported by Jeff Bank under EIN 14-0779859 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627150120NAL0005552323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeff Bank
- EIN
- 14-0779859
- Plan number
- 001
- Location
- Jeffersonville, NY
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,496,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,496,498
- Total income / additions
- $3,034,804
- Benefits paid
- $1,536,791
- Administrative expenses
- $75,104
- Total expenses
- $1,611,895
- Net increase / (decrease)
- $1,422,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $63,125 | not reported in the loaded dataset |
| Matrix | NONE | $11,979 | not reported in the loaded dataset |