2023 Form 5500 filing — Orange County Bancorp 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 20240731152733NAL0021794273001) for Orange County Bancorp Inc. 401(K)Plan, reported by Orange County Bancorp Inc. under EIN 26-1135778 and plan number 004. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731152733NAL0021794273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orange County Bancorp Inc.
- EIN
- 26-1135778
- Plan number
- 004
- Location
- Middletown, NY
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,515,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,515,896
- Employer contributions
- $1,107,739
- Participant contributions
- $1,523,356
- Total income / additions
- $7,328,711
- Benefits paid
- $1,389,687
- Administrative expenses
- $35,783
- Total expenses
- $1,438,344
- Net increase / (decrease)
- $5,890,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $30,113 | not reported in the loaded dataset |
| Reliance Trust Co. | CUSTODIAL | $0 | not reported in the loaded dataset |