Retirement Plan For Employees Of Hamlin Bank And Trust Company — Form 5500 plan (Hamlin Bank And 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, Retirement Plan For Employees Of Hamlin Bank And Trust Company is a benefit plan reported by Hamlin Bank And Trust Company under EIN 25-0532490 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $26,154,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamlin Bank And Trust Company
EIN
25-0532490
Plan number
001
Plan type
2
Location
Smethport, PA
Latest filing year
2023
Participants
164
End-of-year plan assets
$26,154,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240729145525NAL0032286864002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,154,744
Net assets (EOY)
$26,154,744
Net assets (BOY)
$23,046,668

Income & contributions

Employer contributions
$200,000
Total contributions
$200,000
Total income / additions
$4,064,927

Expenses & distributions

Benefits paid
$956,851
Total expenses
$956,851
Net increase / (decrease)
$3,108,076

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
DefinitiACTUARY$0$10,2522023

Related Form 5500 pages