First National Bank Of Scotia Pension Plan — Form 5500 plan (First National Bank Of Scotia)

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, First National Bank Of Scotia Pension Plan is a benefit plan reported by First National Bank Of Scotia under EIN 14-0696810 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $28,129,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First National Bank Of Scotia
EIN
14-0696810
Plan number
001
Plan type
2
Location
Scotia, NY
Latest filing year
2023
Participants
132
End-of-year plan assets
$28,129,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20250711092056NAL0007193153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,129,290
Total liabilities (EOY)
$0
Net assets (EOY)
$28,129,290
Net assets (BOY)
$23,288,976

Income & contributions

Total contributions
$0
Total income / additions
$6,003,042

Expenses & distributions

Benefits paid
$1,069,315
Administrative expenses
$93,413
Total expenses
$1,162,728
Net increase / (decrease)
$4,840,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adirondack Trust CompanyNONE$93,413not reported in the loaded dataset2023

Related Form 5500 pages