Territorial Savings Bank Amended And Restated Esop — Form 5500 plan (Territorial Savings 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, Territorial Savings Bank Amended And Restated Esop is a benefit plan reported by Territorial Savings Bank under EIN 99-0056630 and plan number 003. The latest loaded filing year is 2023. The filing reports 297 participants and $11,045,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Territorial Savings Bank
- EIN
- 99-0056630
- Plan number
- 003
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $11,045,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241015164515NAL0029155889004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,045,056
- Total liabilities (EOY)
- $3,140,179
- Net assets (EOY)
- $7,904,877
- Net assets (BOY)
- $18,845,126
Income & contributions
- Employer contributions
- $558,879
- Total contributions
- $558,879
- Total income / additions
- -$9,995,172
Expenses & distributions
- Benefits paid
- $613,745
- Administrative expenses
- $58,100
- Total expenses
- $945,077
- Net increase / (decrease)
- -$10,940,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ambrose Esop Advisors, LLC | SERVICE PROVIDER | $28,990 | not reported in the loaded dataset | 2023 |
| Greatbanc Trust Company | SERVICE PROVIDER | $24,730 | not reported in the loaded dataset | 2023 |
| Lpl Financial | SERVICE PROVIDER | $3,750 | not reported in the loaded dataset | 2023 |