The Delaware National Bank Of Delhi 401(K) Employee Stock Ownership Plan — Form 5500 plan (The Delaware National Bank Of Delhi)
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 Delaware National Bank Of Delhi 401(K) Employee Stock Ownership Plan is a benefit plan reported by The Delaware National Bank Of Delhi under EIN 15-0287160 and plan number 003. The latest loaded filing year is 2023. The filing reports 79 participants and $10,787,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Delaware National Bank Of Delhi
- EIN
- 15-0287160
- Plan number
- 003
- Plan type
- 2
- Location
- Delhi, NY
- Latest filing year
- 2023
- Participants
- 79
- End-of-year plan assets
- $10,787,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 79 | I, C | 20240726100646NAL0015790305001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,787,177
- Net assets (EOY)
- $10,787,177
- Net assets (BOY)
- $3,670,761
Income & contributions
- Employer contributions
- $237,558
- Participant contributions
- $297,205
- Total income / additions
- $1,566,370
Expenses & distributions
- Benefits paid
- $913,076
- Administrative expenses
- $30,878
- Total expenses
- $943,954
- Net increase / (decrease)
- $622,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies, LLC | TPA | $0 | $17,541 | 2023 |
| Northwestern Mutual Wealth Mgmt Co | SERVICE PROVIDER | $0 | $16,807 | 2023 |