2023 Form 5500 filing — Retirement Plan For Employees Of Hamlin Bank And Trust Company
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 20240729145525NAL0032286864002) for Retirement Plan For Employees Of Hamlin Bank And Trust Company, reported by Hamlin Bank And Trust Company under EIN 25-0532490 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729145525NAL0032286864002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamlin Bank And Trust Company
- EIN
- 25-0532490
- Plan number
- 001
- Location
- Smethport, PA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,154,744
- Net assets (EOY)
- $26,154,744
- Employer contributions
- $200,000
- Total income / additions
- $4,064,927
- Benefits paid
- $956,851
- Total expenses
- $956,851
- Net increase / (decrease)
- $3,108,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti | ACTUARY | $0 | $10,252 |