New Haven Bank 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: New Haven Bank
  • Sponsor EIN: 272158408
  • Sponsor Address: 299 WHALLEY AVENUE, NEW HAVEN, CT, 06511
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$2.1M$20,360$90,604
202320$1.9M$21,568$92,795
202219$1.1M$23,223$93,976

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