How many benefit plans does First National Bank Of Scotia report on Form 5500?

First National Bank Of Scotia (EIN 14-0696810) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First National Bank Of Scotia?

The Employer Identification Number (EIN) reported for First National Bank Of Scotia is 14-0696810.

What is the latest Form 5500 filing year for First National Bank Of Scotia?

The latest loaded Form 5500 filing year for First National Bank Of Scotia is 2023.

First National Bank Of Scotia — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First National Bank Of Scotia (EIN 14-0696810) is a plan sponsor located in Scotia, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 14-0696810
Location: Scotia, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $40,678,048
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $40,678,048

Contributions & income

Employer contributions: $519,979
Participant contributions: $823,382
Total income / additions: $9,037,578

Expenses & distributions

Benefits paid / distributions: $1,607,392
Total expenses: $1,701,793
Net increase / (decrease): $7,335,785

Coverage

Total reported participants: 487
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First National Bank Of Scotia plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
First National Bank Of Scotia Pension Plan	001	132	$28,129,290	2023
First National Bank Of Scotia 401(K) Plan	002	189	$12,548,758	2023
First National Bank Of Scotia Welfare Benefit Plan	507	166	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First National Bank Of Scotia
Year	Plan	Participants	Schedules	Filing
2023	First National Bank Of Scotia Welfare Benefit Plan	166	—	20240412102242NAL0001308723001
2023	First National Bank Of Scotia 401(K) Plan	189	H, C	20240930105932NAL0005450849001
2023	First National Bank Of Scotia Pension Plan	132	H, C	20250711092056NAL0007193153001