Santa Cruz County Bank Retirement Trust — Form 5500 plan (Santa Cruz County 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, Santa Cruz County Bank Retirement Trust is a benefit plan reported by Santa Cruz County Bank under EIN 13-4265907 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $12,361,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Cruz County Bank
- EIN
- 13-4265907
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $12,361,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241014101124NAL0013109107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,361,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,361,865
- Net assets (BOY)
- $10,105,205
Income & contributions
- Employer contributions
- $367,540
- Participant contributions
- $1,264,261
- Total contributions
- $2,209,991
- Total income / additions
- $4,015,373
Expenses & distributions
- Benefits paid
- $1,736,822
- Administrative expenses
- $21,891
- Total expenses
- $1,758,713
- Net increase / (decrease)
- $2,256,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz | NONE | $20,751 | not reported in the loaded dataset | 2023 |