Retirement Plan Of Fulton Savings Bank — Form 5500 plan (Fulton Savings Bank)
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, Retirement Plan Of Fulton Savings Bank is a benefit plan reported by Fulton Savings Bank under EIN 15-0313410 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $33,193,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fulton Savings Bank
- EIN
- 15-0313410
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, NY
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $33,193,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20250626130007NAL0009005809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,193,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,193,487
- Net assets (BOY)
- $27,818,446
Income & contributions
- Employer contributions
- $1,250,000
- Total contributions
- $1,250,000
- Total income / additions
- $8,335,876
Expenses & distributions
- Benefits paid
- $2,900,126
- Administrative expenses
- $60,709
- Total expenses
- $2,960,835
- Net increase / (decrease)
- $5,375,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Retirement Trust | TRUSTEE | $60,709 | $0 | 2023 |