The Adirondack Trust Company Employees' Pension Plan — Form 5500 plan (The Adirondack Trust Company)

Plain-English plan 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, The Adirondack Trust Company Employees' Pension Plan is a benefit plan reported by The Adirondack Trust Company under EIN 14-0458765 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $46,354,213 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.4MPlan net assets, end of year$46,354,213
Participants199Covered participants reported
Assets / participant$232.9KComputed: assets ÷ participants$232,936 (computed)
Provider compensationNone reported
Plan sponsor
The Adirondack Trust Company
EIN
14-0458765
Plan number
001
Plan type
2
Location
Saratoga Springs, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H20250710131156NAL0008714432001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46.4M total assets
Net assets$46.4MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Full reported line items

Net assets

Total assets (EOY)
$46,354,213
Total liabilities (EOY)
$0
Net assets (EOY)
$46,354,213
Net assets (BOY)
$38,711,862

Income & contributions

Total contributions
$0
Total income / additions
$9,129,839

Expenses & distributions

Benefits paid
$1,487,488
Administrative expenses
$0
Total expenses
$1,487,488
Net increase / (decrease)
$7,642,351

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages