Plan5500

The Retirement Plan Of Pathfinder Bank — Form 5500 plan (Pathfinder 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, The Retirement Plan Of Pathfinder Bank is a benefit plan reported by Pathfinder Bank under EIN 15-0408130 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $18,138,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathfinder Bank
EIN
15-0408130
Plan number
001
Plan type
2
Location
Oswego, NY
Latest filing year
2023
Participants
128
End-of-year plan assets
$18,138,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250710104435NAL0003993955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,138,720
Total liabilities (EOY)
$0
Net assets (EOY)
$18,138,720
Net assets (BOY)
$15,957,620

Income & contributions

Total contributions
$0
Total income / additions
$2,767,574

Expenses & distributions

Benefits paid
$448,996
Administrative expenses
$137,478
Total expenses
$586,474
Net increase / (decrease)
$2,181,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nottingham Advisors, Inc.NONE$58,971not reported in the loaded dataset2023
Bpas Actuarial & Pension ServicesNONE$53,990not reported in the loaded dataset2023
Nottingham TrustNONE$12,226not reported in the loaded dataset2023

Related Form 5500 pages