Bank Of Millbrook 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bank Of Millbrook)
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, Bank Of Millbrook 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bank Of Millbrook under EIN 14-0486870 and plan number 001. The latest loaded filing year is 2023. The filing reports 45 participants and $4,229,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Millbrook
- EIN
- 14-0486870
- Plan number
- 001
- Plan type
- 2
- Location
- Millbrook, NY
- Latest filing year
- 2023
- Participants
- 45
- End-of-year plan assets
- $4,229,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45 | I | 20240920152404NAL0007686145001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,229,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,229,353
- Net assets (BOY)
- $3,756,211
Income & contributions
- Employer contributions
- $105,230
- Participant contributions
- $167,706
- Total income / additions
- $918,358
Expenses & distributions
- Benefits paid
- $384,313
- Administrative expenses
- $60,903
- Total expenses
- $445,216
- Net increase / (decrease)
- $473,142
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.