Tompkins Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (Tompkins Trust Company)
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 Financial Corporation Employee Stock Ownership Plan is a benefit plan reported by Tompkins Trust Company under EIN 15-0470650 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,180 participants and $36,888,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tompkins Trust Company
- EIN
- 15-0470650
- Plan number
- 003
- Plan type
- 2
- Location
- Ithaca, NY
- Latest filing year
- 2023
- Participants
- 1,180
- End-of-year plan assets
- $36,888,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,180 | H | 20240919112121NAL0003496787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,888,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,888,788
- Net assets (BOY)
- $49,663,584
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$9,382,004
Expenses & distributions
- Benefits paid
- $3,243,453
- Administrative expenses
- $250
- Total expenses
- $3,243,703
- Net increase / (decrease)
- -$12,625,707
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.