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, Tompkins Retirement Savings Plan is a benefit plan reported by Tompkins Financial Corporation under EIN 15-0470650 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,420 participants and $207,086,173 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,086,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,086,173
- Net assets (BOY)
- $186,857,720
Income & contributions
- Employer contributions
- $7,458,450
- Participant contributions
- $8,119,597
- Total contributions
- $17,220,959
- Total income / additions
- $41,080,135
Expenses & distributions
- Benefits paid
- $20,827,518
- Administrative expenses
- $173,253
- Total expenses
- $21,000,771
- Net increase / (decrease)
- $20,079,364