Bath Savings Institution 401(K) Plan — Form 5500 plan (Bath Savings Institution)
Plain-English plan 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, Bath Savings Institution 401(K) Plan is a benefit plan reported by Bath Savings Institution under EIN 01-0026120 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $34,789,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bath Savings Institution
- EIN
- 01-0026120
- Plan number
- 002
- Plan type
- 2
- Location
- Bath, ME
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $34,789,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H | 20241004085730NAL0023231266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,789,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,789,547
- Net assets (BOY)
- $28,462,116
Income & contributions
- Employer contributions
- $490,139
- Participant contributions
- $926,781
- Total contributions
- $2,129,819
- Total income / additions
- $6,937,262
Expenses & distributions
- Benefits paid
- $609,831
- Total expenses
- $609,831
- Net increase / (decrease)
- $6,327,431
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.