2023 Form 5500 filing — The Retirement Plan Of Saco & Biddeford Savings Institution
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 20250702075404NAL0032340978001) for The Retirement Plan Of Saco & Biddeford Savings Institution, reported by Saco & Biddeford Savings Institution under EIN 01-0153690 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702075404NAL0032340978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saco & Biddeford Savings Institution
- EIN
- 01-0153690
- Plan number
- 001
- Location
- Saco, ME
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,041,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,041,933
- Total income / additions
- $7,772,643
- Benefits paid
- $1,478,620
- Administrative expenses
- $156,043
- Total expenses
- $1,634,663
- Net increase / (decrease)
- $6,137,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Retirement Trust | TRUSTEE | $106,112 | not reported in the loaded dataset |
| Pentegra Retirement Services | RECORDKEEPING | $30,538 | $0 |