Orient Bancorporation Employee Retirement Plan — Form 5500 plan (Bank Of The Orient)
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, Orient Bancorporation Employee Retirement Plan is a benefit plan reported by Bank Of The Orient under EIN 94-1732792 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $25,042,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of The Orient
- EIN
- 94-1732792
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $25,042,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240701165508NAL0005768912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,042,588
- Net assets (EOY)
- $25,042,588
- Net assets (BOY)
- $21,933,665
Income & contributions
- Employer contributions
- $223,943
- Participant contributions
- $822,002
- Total contributions
- $1,162,203
- Total income / additions
- $6,024,202
Expenses & distributions
- Benefits paid
- $2,884,745
- Administrative expenses
- $30,442
- Total expenses
- $2,915,279
- Net increase / (decrease)
- $3,108,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Reitrement Solutions | RECORDKEEPER | $13,942 | $0 | 2023 |
| Patrick Buzarellos Kendrick Cpa Llp | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |