Woodsville Guaranty Savings Bank 401(K) Savings Plan — Form 5500 plan (Woodsville Guaranty Savings 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, Woodsville Guaranty Savings Bank 401(K) Savings Plan is a benefit plan reported by Woodsville Guaranty Savings Bank under EIN 02-0205780 and plan number 004. The latest loaded filing year is 2023. The filing reports 146 participants and $13,922,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodsville Guaranty Savings Bank
EIN
02-0205780
Plan number
004
Plan type
2
Location
Littleton, NH
Latest filing year
2023
Participants
146
End-of-year plan assets
$13,922,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241003124107NAL0009851521002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,922,258
Net assets (EOY)
$13,922,258
Net assets (BOY)
$12,471,554

Income & contributions

Employer contributions
$169,640
Participant contributions
$505,479
Total contributions
$725,589
Total income / additions
$2,734,978

Expenses & distributions

Benefits paid
$1,280,936
Administrative expenses
$3,338
Total expenses
$1,284,274
Net increase / (decrease)
$1,450,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates IncINVESTMENT ADVISOR$6,497not reported in the loaded dataset2023
Third Party Administrators, Inc.TPA$2,750not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$588not reported in the loaded dataset2023

Related Form 5500 pages