2023 Form 5500 filing — Auburn National Bancorporation, Inc. 401(K) 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 20240731100626NAL0021318529001) for Auburn National Bancorporation, Inc. 401(K) Plan, reported by Auburn National Bancorporation, Inc. under EIN 63-0885779 and plan number 003. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731100626NAL0021318529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auburn National Bancorporation, Inc.
- EIN
- 63-0885779
- Plan number
- 003
- Location
- Auburn, AL
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,934,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,934,613
- Employer contributions
- $328,443
- Participant contributions
- $550,144
- Total income / additions
- $2,355,715
- Benefits paid
- $499,329
- Administrative expenses
- $55,817
- Total expenses
- $555,146
- Net increase / (decrease)
- $1,800,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,643 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $26,174 | not reported in the loaded dataset |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 |