Plan5500

Ballston Spa National Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ballston Spa National Bank (EIN 14-0486153) is a plan sponsor located in Ballston Spa, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
14-0486153
Location
Ballston Spa, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ballston Spa National Bank

  • 3 loaded plans hold $38M in reported assets.
  • The largest, Ballston Spa National Bank Pension Plan, holds 59% of this company's reported plan assets.
  • Plans cover 491 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38MSummed across loaded plans$37,999,251
Total reported assets$38M$37,999,251
Total reported participants491
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38M total assets
Net assets$38MLiabilities$0
Contributions & income
Employer contributions$542.2K
Participant contributions$714.8K
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.8M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%Ballston Spa National Bank Pension Plan
Participants per plan164Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ballston Spa National Bank Pension Plan$22.5M
    Plan #001 · 206 participants · 2023
  2. 2
    Ballston Spa National Bank Supplemental Retirement Savings Plan$15.5M
    Plan #002 · 169 participants · 2023
  3. 3
    Ballston Spa National Banknot reported in the loaded dataset
    Plan #503 · 116 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ballston Spa National Bank. Open one for its full reported snapshot.

  1. 2023
    Ballston Spa National Bank Supplemental Retirement Savings Plan169 participants · 2Sch HSch C
    View filing →
  2. 2023
    Ballston Spa National Bank116 participants · 2No schedules
    View filing →
  3. 2023
    Ballston Spa National Bank Pension Plan206 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ballston Spa National Bank report on Form 5500?
Ballston Spa National Bank (EIN 14-0486153) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ballston Spa National Bank?
The Employer Identification Number (EIN) reported for Ballston Spa National Bank is 14-0486153.
What is the latest Form 5500 filing year for Ballston Spa National Bank?
The latest loaded Form 5500 filing year for Ballston Spa National Bank is 2023.

Related Form 5500 pages