St. Mary'S Bank 401(K) Plan — Form 5500 plan (St. Mary'S Bank)
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, St. Mary'S Bank 401(K) Plan is a benefit plan reported by St. Mary'S Bank under EIN 02-0187390 and plan number 002. The latest loaded filing year is 2023. The filing reports 390 participants and $20,819,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Mary'S Bank
- EIN
- 02-0187390
- Plan number
- 002
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $20,819,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20241011133849NAL0010976659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,819,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,819,692
- Net assets (BOY)
- $20,473,941
Income & contributions
- Employer contributions
- $543,481
- Participant contributions
- $1,587,775
- Total contributions
- $3,637,437
- Total income / additions
- $6,840,817
Expenses & distributions
- Benefits paid
- $6,427,442
- Administrative expenses
- $62,385
- Total expenses
- $6,495,066
- Net increase / (decrease)
- $345,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $59,392 | $0 | 2023 |