2023 Form 5500 filing — The Retirement Plan Of Pathfinder Bank
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 20250710104435NAL0003993955001) for The Retirement Plan Of Pathfinder Bank, reported by Pathfinder Bank under EIN 15-0408130 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710104435NAL0003993955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathfinder Bank
- EIN
- 15-0408130
- Plan number
- 001
- Location
- Oswego, NY
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,138,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,138,720
- Total income / additions
- $2,767,574
- Benefits paid
- $448,996
- Administrative expenses
- $137,478
- Total expenses
- $586,474
- Net increase / (decrease)
- $2,181,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nottingham Advisors, Inc. | NONE | $58,971 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $53,990 | not reported in the loaded dataset |
| Nottingham Trust | NONE | $12,226 | not reported in the loaded dataset |