2023 Form 5500 filing — Tompkins Financial Corporation 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 20240919112121NAL0003496787001) for Tompkins Financial Corporation Employee Stock Ownership Plan, reported by Tompkins Trust Company under EIN 15-0470650 and plan number 003. It reports 1,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240919112121NAL0003496787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tompkins Trust Company
- EIN
- 15-0470650
- Plan number
- 003
- Location
- Ithaca, NY
- Participants
- 1,180
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,888,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,888,788
- Total income / additions
- -$9,382,004
- Benefits paid
- $3,243,453
- Administrative expenses
- $250
- Total expenses
- $3,243,703
- Net increase / (decrease)
- -$12,625,707
- Schedule source
- Schedule H