Exchange Bank Health And Welfare Plan — Form 5500 plan (Exchange 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, Exchange Bank Health And Welfare Plan is a benefit plan reported by Exchange Bank under EIN 94-0463800 and plan number 507. The latest loaded filing year is 2023. The filing reports 136 participants and $5,700,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exchange Bank
- EIN
- 94-0463800
- Plan number
- 507
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,700,218
- Total liabilities (EOY)
- $52,372
- Net assets (EOY)
- $5,647,846
- Net assets (BOY)
- $5,979,180
Income & contributions
- Total income / additions
- $266,896
Expenses & distributions
- Benefits paid
- $513,713
- Administrative expenses
- $84,517
- Total expenses
- $598,230
- Net increase / (decrease)
- -$331,334
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.