China Merchants Bank 401(K) Plan — Form 5500 plan (China Merchants 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, China Merchants Bank 401(K) Plan is a benefit plan reported by China Merchants Bank under EIN 98-0387966 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $28,111,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- China Merchants Bank
- EIN
- 98-0387966
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $28,111,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240712122313NAL0019821969002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,111,336
- Net assets (EOY)
- $28,111,336
- Net assets (BOY)
- $21,359,357
Income & contributions
- Employer contributions
- $1,513,270
- Participant contributions
- $1,618,840
- Total contributions
- $3,132,110
- Total income / additions
- $7,518,273
Expenses & distributions
- Benefits paid
- $760,239
- Administrative expenses
- $6,055
- Total expenses
- $766,294
- Net increase / (decrease)
- $6,751,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $5,431 | $84,904 | 2023 |
| Ameriprise Financial | not reported in the loaded dataset | $0 | $60,592 | 2023 |
| Intac Actuarial | TPA | $626 | not reported in the loaded dataset | 2023 |