Bank Of Stockton 401(K) Plan And Trust — Form 5500 plan (Bank Of Stockton)
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 Stockton 401(K) Plan And Trust is a benefit plan reported by Bank Of Stockton under EIN 94-0902780 and plan number 002. The latest loaded filing year is 2023. The filing reports 544 participants and $57,824,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Stockton
- EIN
- 94-0902780
- Plan number
- 002
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 544
- End-of-year plan assets
- $57,824,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544 | H, C | 20241015113757NAL0016242163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,824,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,824,528
- Net assets (BOY)
- $50,750,725
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,950,319
- Total contributions
- $4,600,066
- Total income / additions
- $12,690,285
Expenses & distributions
- Benefits paid
- $5,722,231
- Administrative expenses
- $3,180
- Total expenses
- $5,725,411
- Net increase / (decrease)
- $6,964,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $4,640 | $0 | 2023 |