Plan5500

Putnam County 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, Putnam County National Bank (EIN 14-0984850) is a plan sponsor located in Carmel, NY with 1 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
14-0984850
Location
Carmel, NY
Loaded plans
1
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 Putnam County National Bank

  • 1 loaded plans hold $5.6M in reported assets.
  • The largest, Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System, holds 100% of this company's reported plan assets.
  • Plans cover 45 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,631,412
Total reported assets$5.6M$5,631,412
Total reported participants45
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities—
Contributions & income
Employer contributions$151.5K
Participant contributionsNot reported
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$500.9K
Total expenses$534K
Net increase / (decrease)$652.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System
Participants per plan45Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System$5.6M
    Plan #001 · 45 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 Putnam County National Bank. Open one for its full reported snapshot.

  1. 2023
    Putnam County National Bank Pension Plan As A Member Of The New York State Bankers Retirement System45 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Putnam County National Bank report on Form 5500?
Putnam County National Bank (EIN 14-0984850) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Putnam County National Bank?
The Employer Identification Number (EIN) reported for Putnam County National Bank is 14-0984850.
What is the latest Form 5500 filing year for Putnam County National Bank?
The latest loaded Form 5500 filing year for Putnam County National Bank is 2023.

Related Form 5500 pages