Bank Of New Hampshire Retirement Incentive Program — Form 5500 plan (Bank Of New Hampshire)
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, Bank Of New Hampshire Retirement Incentive Program is a benefit plan reported by Bank Of New Hampshire under EIN 02-0155840 and plan number 002. The latest loaded filing year is 2023. The filing reports 392 participants and $45,131,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of New Hampshire
- EIN
- 02-0155840
- Plan number
- 002
- Plan type
- 2
- Location
- Laconia, NH
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $45,131,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20240904093156NAL0011058419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,131,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,131,333
- Net assets (BOY)
- $39,172,100
Income & contributions
- Employer contributions
- $904,886
- Participant contributions
- $1,912,092
- Total contributions
- $3,385,378
- Total income / additions
- $9,725,933
Expenses & distributions
- Benefits paid
- $3,712,344
- Administrative expenses
- $49,433
- Total expenses
- $3,766,700
- Net increase / (decrease)
- $5,959,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,433 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |