Plan5500

Bank Of Charles Town Defined Benefit Pension Plan — Form 5500 plan (Bank Of Charles Town)

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, Bank Of Charles Town Defined Benefit Pension Plan is a benefit plan reported by Bank Of Charles Town under EIN 55-0118850 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $10,361,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bank Of Charles Town
EIN
55-0118850
Plan number
001
Plan type
2
Location
Charles Town, WV
Latest filing year
2023
Participants
117
End-of-year plan assets
$10,361,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20250812122423NAL0009859056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,361,523
Total liabilities (EOY)
$0
Net assets (EOY)
$10,361,523
Net assets (BOY)
$8,950,321

Income & contributions

Total contributions
$0
Total income / additions
$2,130,966

Expenses & distributions

Benefits paid
$579,466
Administrative expenses
$140,298
Total expenses
$719,764
Net increase / (decrease)
$1,411,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Private Trust CompanyNONE$53,873$02023
Nfp RetirementNONE$50,934not reported in the loaded dataset2023
Aon ConsultingNONE$35,491not reported in the loaded dataset2023

Related Form 5500 pages