Sugar River Bank DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sugar River Bank
  • Sponsor EIN: 020195180
  • Sponsor Address: P.O. BOX 569, NEWPORT, NH, 03773
  • Plan Type: DB
  • Total Participants: 20
  • Total Assets: $9.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$9.1M$0$0
202322$9.6M$0$0
202223$9.4M$0$0

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