2023 Form 5500 filing — The Retirement Plan Of Rhinebeck Savings 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 20250814142605NAL0005453299001) for The Retirement Plan Of Rhinebeck Savings Bank, reported by Rhinebeck Bank under EIN 14-1002430 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19MReported net assets$19,033,165
Participants185
Provider compensation$65.1K1 Schedule C row(s)$65,140
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250814142605NAL0005453299001
Plan sponsor
Rhinebeck Bank
EIN
14-1002430
Plan number
001
Location
Poughkeepsie, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$811.2K
Benefits paid / distributions$746.1K
Full reported line items
Total assets (EOY)
$19,033,165
Total liabilities (EOY)
$0
Net assets (EOY)
$19,033,165
Total income / additions
$3,343,310
Benefits paid
$746,056
Administrative expenses
$65,140
Total expenses
$811,196
Net increase / (decrease)
$2,532,114

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,140$0

Related Form 5500 pages