Plan5500

Lake Sunapee Bank, Fsb Employees' Retirement Plan — Form 5500 plan (Bar Harbor Bank & Trust)

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, Lake Sunapee Bank, Fsb Employees' Retirement Plan is a benefit plan reported by Bar Harbor Bank & Trust under EIN 02-0173110 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $9,349,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bar Harbor Bank & Trust
EIN
02-0173110
Plan number
001
Plan type
2
Location
Bar Harbor, ME
Latest filing year
2023
Participants
119
End-of-year plan assets
$9,349,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241004092259NAL0006551331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,349,879
Total liabilities (EOY)
$0
Net assets (EOY)
$9,349,879
Net assets (BOY)
$9,044,258

Income & contributions

Total contributions
$0
Total income / additions
$684,206

Expenses & distributions

Benefits paid
$316,518
Administrative expenses
$62,067
Total expenses
$378,585
Net increase / (decrease)
$305,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Trust CompanyTRUSTEE$31,817not reported in the loaded dataset2023
Pentegra Services Inc.ADMINISTRATION$11,424not reported in the loaded dataset2023
Rsm Us LlpAUDITOR$0not reported in the loaded dataset2023

Related Form 5500 pages