Plan5500

Dollar Bank Employee Tax-Sheltered Incentive Savings Plan — Form 5500 plan (Dollar Bank, Federal 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, Dollar Bank Employee Tax-Sheltered Incentive Savings Plan is a benefit plan reported by Dollar Bank, Federal Savings Bank under EIN 25-0444380 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,200 participants and $201,434,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dollar Bank, Federal Savings Bank
EIN
25-0444380
Plan number
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
2,200
End-of-year plan assets
$201,434,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,200H, C20240923114725NAL0004127139002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$201,434,631
Net assets (EOY)
$201,434,631
Net assets (BOY)
$171,479,480

Income & contributions

Employer contributions
$7,500,224
Participant contributions
$7,963,542
Total contributions
$20,194,082
Total income / additions
$50,029,819

Expenses & distributions

Benefits paid
$19,958,860
Administrative expenses
$115,808
Total expenses
$20,074,668
Net increase / (decrease)
$29,955,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Fiduciary Trust CoOUTSIDE CONTRACTOR$112,502$02023
Baker Tilly Us, LlpOUTSIDE CONTRACTOR$13,550$02023

Related Form 5500 pages