2023 Form 5500 filing — The Delaware National Bank Of Delhi 401(K) Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726100646NAL0015790305001) for The Delaware National Bank Of Delhi 401(K) Employee Stock Ownership Plan, reported by The Delaware National Bank Of Delhi under EIN 15-0287160 and plan number 003. It reports 79 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726100646NAL0015790305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Delaware National Bank Of Delhi
- EIN
- 15-0287160
- Plan number
- 003
- Location
- Delhi, NY
- Participants
- 79
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,787,177
- Net assets (EOY)
- $10,787,177
- Employer contributions
- $237,558
- Participant contributions
- $297,205
- Total income / additions
- $1,566,370
- Benefits paid
- $913,076
- Administrative expenses
- $30,878
- Total expenses
- $943,954
- Net increase / (decrease)
- $622,416
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies, LLC | TPA | $0 | $17,541 |
| Northwestern Mutual Wealth Mgmt Co | SERVICE PROVIDER | $0 | $16,807 |