Plan5500

The Retirement Plan Of Saco & Biddeford Savings Institution — Form 5500 plan (Saco & Biddeford 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, The Retirement Plan Of Saco & Biddeford Savings Institution is a benefit plan reported by Saco & Biddeford Savings Institution under EIN 01-0153690 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $39,041,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saco & Biddeford Savings Institution
EIN
01-0153690
Plan number
001
Plan type
2
Location
Saco, ME
Latest filing year
2023
Participants
202
End-of-year plan assets
$39,041,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20250702075404NAL0032340978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,041,933
Total liabilities (EOY)
$0
Net assets (EOY)
$39,041,933
Net assets (BOY)
$32,903,953

Income & contributions

Total contributions
$0
Total income / additions
$7,772,643

Expenses & distributions

Benefits paid
$1,478,620
Administrative expenses
$156,043
Total expenses
$1,634,663
Net increase / (decrease)
$6,137,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Retirement TrustTRUSTEE$106,112not reported in the loaded dataset2023
Pentegra Retirement ServicesRECORDKEEPING$30,538$02023

Related Form 5500 pages