Westfield Bank 401(K) Plan — Form 5500 plan (Westfield Bank, Fsb)

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, Westfield Bank 401(K) Plan is a benefit plan reported by Westfield Bank, Fsb under EIN 34-1940362 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $22,175,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westfield Bank, Fsb
EIN
34-1940362
Plan number
001
Plan type
2
Location
Seville, OH
Latest filing year
2023
Participants
199
End-of-year plan assets
$22,175,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241007183444NAL0007852915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,175,712
Total liabilities (EOY)
$0
Net assets (EOY)
$22,175,712
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,420,909
Participant contributions
$1,738,546
Total contributions
$3,283,630
Total income / additions
$5,654,833

Expenses & distributions

Benefits paid
$380,715
Administrative expenses
$33,777
Total expenses
$414,492
Net increase / (decrease)
$5,240,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCNONE$25,766not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$10,449$02023

Related Form 5500 pages