Haven Savings Bank 401k Plan — Form 5500 plan (Haven 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, Haven Savings Bank 401k Plan is a benefit plan reported by Haven Savings Bank under EIN 22-0981507 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $22,795,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haven Savings Bank
- EIN
- 22-0981507
- Plan number
- 001
- Plan type
- 2
- Location
- Hoboken, NJ
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $22,795,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240911104408NAL0004183171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,795,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,795,479
- Net assets (BOY)
- $22,269,415
Income & contributions
- Employer contributions
- $500,372
- Participant contributions
- $730,185
- Total contributions
- $1,378,416
- Total income / additions
- $3,878,196
Expenses & distributions
- Benefits paid
- $3,347,253
- Administrative expenses
- $4,879
- Total expenses
- $3,352,132
- Net increase / (decrease)
- $526,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifm Group, Inc. | SERVICE PROVIDER | $0 | $97,064 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |