Lake Sunapee Bank
Plan context: Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust
EIN 02-0173110 • Newport, NH • 90 filings • 15 plans
Current Snapshot
Latest Year
2023
2023 Participants
15
2023 Assets
$9,349,879
2023 Contributions
$158,934
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 15 | $9,349,879 | $0 | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 15 | $9,349,879 | - | - |
| 2022 | 1 | 15 | $9,044,258 | $0 | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 15 | $9,044,258 | - | - |
| 2021 | 1 | 16 | $12,414,998 | $0 | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 16 | $12,414,998 | - | - |
| 2020 | 1 | 24 | $12,039,499 | $0 | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 24 | $12,039,499 | - | - |
| 2019 | 1 | 37 | $11,069,024 | $0 | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 37 | $11,069,024 | - | - |
| 2018 | 1 | 37 | $9,990,092 | $0 | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 37 | $9,990,092 | - | - |
| 2017 | 2 | 48 | $11,048,769 | $158,934 | $3,311iApproximate average salary by contribution assumption: employee only about $82,778 at 4% or $55,185 at 6%; with 50% employer match about $55,185 at 4% or $36,790 at 6%; with 100% employer match about $41,389 at 4% or $27,593 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 48 | $11,048,769 | - | - |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 0 | - | $158,934 | - |
| 2016 | 3 | 362 | $35,993,483 | $3,965,567 | $10,955iApproximate average salary by contribution assumption: employee only about $273,865 at 4% or $182,577 at 6%; with 50% employer match about $182,577 at 4% or $121,718 at 6%; with 100% employer match about $136,933 at 4% or $91,288 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 263 | $25,417,594 | $1,893,651 | $7,200iApproximate average salary by contribution assumption: employee only about $180,005 at 4% or $120,003 at 6%; with 50% employer match about $120,003 at 4% or $80,002 at 6%; with 100% employer match about $90,002 at 4% or $60,002 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 72 | $10,575,889 | $2,071,916 | $28,777iApproximate average salary by contribution assumption: employee only about $719,415 at 4% or $479,610 at 6%; with 50% employer match about $479,610 at 4% or $319,740 at 6%; with 100% employer match about $359,708 at 4% or $239,805 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 362 | - | - | - |
| 2015 | 4 | 373 | $29,404,381 | $2,350,347 | $6,301iApproximate average salary by contribution assumption: employee only about $157,530 at 4% or $105,020 at 6%; with 50% employer match about $105,020 at 4% or $70,013 at 6%; with 100% employer match about $78,765 at 4% or $52,510 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 272 | $21,522,872 | $2,100,347 | $7,722iApproximate average salary by contribution assumption: employee only about $193,047 at 4% or $128,698 at 6%; with 50% employer match about $128,698 at 4% or $85,798 at 6%; with 100% employer match about $96,523 at 4% or $64,349 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 75 | $7,881,509 | $250,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 373 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 163 | - | - | - |
| 2014 | 4 | 335 | $28,917,901 | $2,006,737 | $5,990iApproximate average salary by contribution assumption: employee only about $149,756 at 4% or $99,838 at 6%; with 50% employer match about $99,838 at 4% or $66,558 at 6%; with 100% employer match about $74,878 at 4% or $49,919 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 335 | $20,739,015 | $2,006,737 | $5,990iApproximate average salary by contribution assumption: employee only about $149,756 at 4% or $99,838 at 6%; with 50% employer match about $99,838 at 4% or $66,558 at 6%; with 100% employer match about $74,878 at 4% or $49,919 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 79 | $8,178,886 | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 208 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 166 | - | - | - |
| 2013 | 6 | 369 | $27,438,686 | $3,523,632 | $9,549iApproximate average salary by contribution assumption: employee only about $238,728 at 4% or $159,152 at 6%; with 50% employer match about $159,152 at 4% or $106,102 at 6%; with 100% employer match about $119,364 at 4% or $79,576 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 369 | $19,252,767 | $3,523,632 | $9,549iApproximate average salary by contribution assumption: employee only about $238,728 at 4% or $159,152 at 6%; with 50% employer match about $159,152 at 4% or $106,102 at 6%; with 100% employer match about $119,364 at 4% or $79,576 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 80 | $8,185,919 | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 178 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 178 | - | - | - |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 199 | - | - | - |
| LAKE SUNAPEE BANK GROUP DENTAL AND VISION PLAN | - | 141 | - | - | - |
| 2012 | 6 | 271 | $21,531,862 | $1,584,821 | $5,848iApproximate average salary by contribution assumption: employee only about $146,201 at 4% or $97,467 at 6%; with 50% employer match about $97,467 at 4% or $64,978 at 6%; with 100% employer match about $73,101 at 4% or $48,734 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 271 | $14,171,001 | $1,579,258 | $5,828iApproximate average salary by contribution assumption: employee only about $145,688 at 4% or $97,125 at 6%; with 50% employer match about $97,125 at 4% or $64,750 at 6%; with 100% employer match about $72,844 at 4% or $48,563 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 91 | $7,360,861 | $5,563 | $61iApproximate average salary by contribution assumption: employee only about $1,528 at 4% or $1,019 at 6%; with 50% employer match about $1,019 at 4% or $679 at 6%; with 100% employer match about $764 at 4% or $509 at 6%. |
| LAKE SUNAPEE BANK GROUP DENTAL AND VISION PLAN | - | 262 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 247 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 162 | - | - | - |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 159 | - | - | - |
| 2011 | 7 | 338 | $18,294,939 | $2,129,783 | $6,301iApproximate average salary by contribution assumption: employee only about $157,528 at 4% or $105,019 at 6%; with 50% employer match about $105,019 at 4% or $70,013 at 6%; with 100% employer match about $78,764 at 4% or $52,509 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 249 | $11,466,575 | $1,529,783 | $6,144iApproximate average salary by contribution assumption: employee only about $153,593 at 4% or $102,395 at 6%; with 50% employer match about $102,395 at 4% or $68,263 at 6%; with 100% employer match about $76,796 at 4% or $51,198 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 95 | $6,828,364 | $600,000 | $6,316iApproximate average salary by contribution assumption: employee only about $157,895 at 4% or $105,263 at 6%; with 50% employer match about $105,263 at 4% or $70,175 at 6%; with 100% employer match about $78,947 at 4% or $52,632 at 6%. |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 153 | - | - | - |
| LAKE SUNAPEE BANK VOLUNTARY VISION INSURANCE | - | 113 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 152 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 338 | - | - | - |
| LAKE SUNAPEE BANK VOLUNTARY GROUP DENTAL INSURANCE | - | 118 | - | - | - |
| 2010 | 6 | 227 | $17,101,622 | $1,180,140 | $5,199iApproximate average salary by contribution assumption: employee only about $129,971 at 4% or $86,648 at 6%; with 50% employer match about $86,648 at 4% or $57,765 at 6%; with 100% employer match about $64,986 at 4% or $43,324 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 227 | $10,747,461 | $1,180,140 | $5,199iApproximate average salary by contribution assumption: employee only about $129,971 at 4% or $86,648 at 6%; with 50% employer match about $86,648 at 4% or $57,765 at 6%; with 100% employer match about $64,986 at 4% or $43,324 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 97 | $6,354,161 | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 118 | - | - | - |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 160 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 127 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 220 | - | - | - |
| 2009 | 7 | 228 | $14,359,003 | $1,072,455 | $4,704iApproximate average salary by contribution assumption: employee only about $117,594 at 4% or $78,396 at 6%; with 50% employer match about $78,396 at 4% or $52,264 at 6%; with 100% employer match about $58,797 at 4% or $39,198 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 228 | $8,217,942 | $1,072,455 | $4,704iApproximate average salary by contribution assumption: employee only about $117,594 at 4% or $78,396 at 6%; with 50% employer match about $78,396 at 4% or $52,264 at 6%; with 100% employer match about $58,797 at 4% or $39,198 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 102 | $6,141,061 | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 75 | - | - | - |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 160 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 146 | - | - | - |
| LAKE SUNAPEE BANK VOLUNTARY GROUP DENTAL INSURANCE | - | 99 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 226 | - | - | - |
| 2008 | 5 | 234 | $10,725,082 | $1,267,390 | $5,416iApproximate average salary by contribution assumption: employee only about $135,405 at 4% or $90,270 at 6%; with 50% employer match about $90,270 at 4% or $60,180 at 6%; with 100% employer match about $67,702 at 4% or $45,135 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 109 | $5,424,240 | - | - |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 210 | $5,300,842 | $1,267,390 | $6,035iApproximate average salary by contribution assumption: employee only about $150,880 at 4% or $100,587 at 6%; with 50% employer match about $100,587 at 4% or $67,058 at 6%; with 100% employer match about $75,440 at 4% or $50,293 at 6%. |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 228 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 234 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 156 | - | - | - |
| 2007 | 5 | 203 | $6,596,482 | $804,712 | $3,964iApproximate average salary by contribution assumption: employee only about $99,102 at 4% or $66,068 at 6%; with 50% employer match about $66,068 at 4% or $44,046 at 6%; with 100% employer match about $49,551 at 4% or $33,034 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 203 | $6,596,482 | $804,712 | $3,964iApproximate average salary by contribution assumption: employee only about $99,102 at 4% or $66,068 at 6%; with 50% employer match about $66,068 at 4% or $44,046 at 6%; with 100% employer match about $49,551 at 4% or $33,034 at 6%. |
| LAKE SUNAPEE BANK GROUP LIFE | - | 202 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 201 | - | - | - |
| LAKE SUNAPEE BANK HEALTH REIMBURSEMENT ARRANGEMENT | - | 183 | - | - | - |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 116 | - | - | - |
| 2006 | 4 | 188 | $13,001,691 | $1,522,616 | $8,099iApproximate average salary by contribution assumption: employee only about $202,476 at 4% or $134,984 at 6%; with 50% employer match about $134,984 at 4% or $89,989 at 6%; with 100% employer match about $101,238 at 4% or $67,492 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 128 | $7,064,094 | $1,140,658 | $8,911iApproximate average salary by contribution assumption: employee only about $222,785 at 4% or $148,523 at 6%; with 50% employer match about $148,523 at 4% or $99,015 at 6%; with 100% employer match about $111,392 at 4% or $74,262 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 127 | $5,937,597 | $381,958 | $3,008iApproximate average salary by contribution assumption: employee only about $75,189 at 4% or $50,126 at 6%; with 50% employer match about $50,126 at 4% or $33,417 at 6%; with 100% employer match about $37,594 at 4% or $25,063 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 129 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 188 | - | - | - |
| 2005 | 5 | 172 | $10,766,585 | $985,594 | $5,730iApproximate average salary by contribution assumption: employee only about $143,255 at 4% or $95,503 at 6%; with 50% employer match about $95,503 at 4% or $63,669 at 6%; with 100% employer match about $71,627 at 4% or $47,752 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 127 | $5,794,024 | $529,288 | $4,168iApproximate average salary by contribution assumption: employee only about $104,191 at 4% or $69,460 at 6%; with 50% employer match about $69,460 at 4% or $46,307 at 6%; with 100% employer match about $52,095 at 4% or $34,730 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 130 | $4,972,561 | $456,306 | $3,510iApproximate average salary by contribution assumption: employee only about $87,751 at 4% or $58,501 at 6%; with 50% employer match about $58,501 at 4% or $39,001 at 6%; with 100% employer match about $43,876 at 4% or $29,250 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 145 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 172 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 157 | - | - | - |
| 2004 | 5 | 161 | $9,804,684 | $715,291 | $4,443iApproximate average salary by contribution assumption: employee only about $111,070 at 4% or $74,047 at 6%; with 50% employer match about $74,047 at 4% or $49,364 at 6%; with 100% employer match about $55,535 at 4% or $37,023 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 122 | $5,224,079 | $356,326 | $2,921iApproximate average salary by contribution assumption: employee only about $73,018 at 4% or $48,678 at 6%; with 50% employer match about $48,678 at 4% or $32,452 at 6%; with 100% employer match about $36,509 at 4% or $24,339 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 127 | $4,580,605 | $358,965 | $2,826iApproximate average salary by contribution assumption: employee only about $70,662 at 4% or $47,108 at 6%; with 50% employer match about $47,108 at 4% or $31,406 at 6%; with 100% employer match about $35,331 at 4% or $23,554 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 140 | - | - | - |
| Lake Sunapee Bank Employee Benefit Plan | - | 161 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 142 | - | - | - |
| 2003 | 4 | 137 | $10,113,682 | $2,890,242 | $21,097iApproximate average salary by contribution assumption: employee only about $527,416 at 4% or $351,611 at 6%; with 50% employer match about $351,611 at 4% or $234,407 at 6%; with 100% employer match about $263,708 at 4% or $175,805 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 124 | $5,056,841 | $1,445,121 | $11,654iApproximate average salary by contribution assumption: employee only about $291,355 at 4% or $194,237 at 6%; with 50% employer match about $194,237 at 4% or $129,491 at 6%; with 100% employer match about $145,678 at 4% or $97,118 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 122 | $5,056,841 | $1,445,121 | $11,845iApproximate average salary by contribution assumption: employee only about $296,131 at 4% or $197,421 at 6%; with 50% employer match about $197,421 at 4% or $131,614 at 6%; with 100% employer match about $148,066 at 4% or $98,710 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 129 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 137 | - | - | - |
| 2002 | 4 | 134 | $2,953,827 | $1,124,000 | $8,388iApproximate average salary by contribution assumption: employee only about $209,701 at 4% or $139,801 at 6%; with 50% employer match about $139,801 at 4% or $93,201 at 6%; with 100% employer match about $104,851 at 4% or $69,900 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 117 | $2,953,827 | $1,124,000 | $9,607iApproximate average salary by contribution assumption: employee only about $240,171 at 4% or $160,114 at 6%; with 50% employer match about $160,114 at 4% or $106,743 at 6%; with 100% employer match about $120,085 at 4% or $80,057 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 130 | - | - | - |
| LAKE SUNAPEE BANK GROUP LIFE | - | 134 | - | - | - |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 119 | - | - | - |
| 2001 | 3 | 131 | $5,130,339 | $528,219 | $4,032iApproximate average salary by contribution assumption: employee only about $100,805 at 4% or $67,203 at 6%; with 50% employer match about $67,203 at 4% or $44,802 at 6%; with 100% employer match about $50,403 at 4% or $33,602 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 128 | $2,571,575 | $238,029 | $1,860iApproximate average salary by contribution assumption: employee only about $46,490 at 4% or $30,993 at 6%; with 50% employer match about $30,993 at 4% or $20,662 at 6%; with 100% employer match about $23,245 at 4% or $15,497 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 131 | $2,558,764 | $290,190 | $2,215iApproximate average salary by contribution assumption: employee only about $55,380 at 4% or $36,920 at 6%; with 50% employer match about $36,920 at 4% or $24,613 at 6%; with 100% employer match about $27,690 at 4% or $18,460 at 6%. |
| Lake Sunapee Bank Employee Benefit Plan | - | 130 | - | - | - |
| 2000 | 2 | 118 | $4,782,160 | $800,339 | $6,783iApproximate average salary by contribution assumption: employee only about $169,563 at 4% or $113,042 at 6%; with 50% employer match about $113,042 at 4% or $75,361 at 6%; with 100% employer match about $84,782 at 4% or $56,521 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 108 | $2,484,332 | $245,587 | $2,274iApproximate average salary by contribution assumption: employee only about $56,849 at 4% or $37,899 at 6%; with 50% employer match about $37,899 at 4% or $25,266 at 6%; with 100% employer match about $28,424 at 4% or $18,950 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 118 | $2,297,828 | $554,752 | $4,701iApproximate average salary by contribution assumption: employee only about $117,532 at 4% or $78,355 at 6%; with 50% employer match about $78,355 at 4% or $52,237 at 6%; with 100% employer match about $58,766 at 4% or $39,177 at 6%. |
| 1999 | 2 | 130 | $4,317,824 | $454,378 | $3,495iApproximate average salary by contribution assumption: employee only about $87,380 at 4% or $58,254 at 6%; with 50% employer match about $58,254 at 4% or $38,836 at 6%; with 100% employer match about $43,690 at 4% or $29,127 at 6%. |
| Lake Sunapee Bank, Fsb Employees Retirement Plan and Trust | - | 130 | $2,443,401 | $222,478 | $1,711iApproximate average salary by contribution assumption: employee only about $42,784 at 4% or $28,523 at 6%; with 50% employer match about $28,523 at 4% or $19,015 at 6%; with 100% employer match about $21,392 at 4% or $14,261 at 6%. |
| Lake Sunapee Bank Profit Sharing Stock Ownership Plan | - | 116 | $1,874,423 | $231,900 | $1,999iApproximate average salary by contribution assumption: employee only about $49,978 at 4% or $33,319 at 6%; with 50% employer match about $33,319 at 4% or $22,213 at 6%; with 100% employer match about $24,989 at 4% or $16,659 at 6%. |