Pathfinder Bank 401(K) Savings Plan — 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, Pathfinder Bank 401(K) Savings Plan is a benefit plan reported by Pathfinder Bank under EIN 15-0408130 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $20,377,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pathfinder Bank
- EIN
- 15-0408130
- Plan number
- 002
- Plan type
- 2
- Location
- Oswego, NY
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $20,377,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20240917072517NAL0001019267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,377,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,377,965
- Net assets (BOY)
- $18,368,377
Income & contributions
- Employer contributions
- $816,840
- Participant contributions
- $1,000,391
- Total contributions
- $1,882,465
- Total income / additions
- $3,582,094
Expenses & distributions
- Benefits paid
- $1,421,153
- Administrative expenses
- $59,380
- Total expenses
- $1,572,506
- Net increase / (decrease)
- $2,009,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Water Capital Management LLC | INVESTMENT ADVISOR | $38,057 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | TPA | $8,798 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | CONTRACT ADMIN | $8,097 | $0 | 2023 |