2023 Form 5500 filing — Financial Institutions, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730093011NAL0044889074001) for Financial Institutions, Inc. 401(K) Plan, reported by Financial Institutions, Inc. under EIN 16-0816610 and plan number 002. It reports 894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730093011NAL0044889074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Financial Institutions, Inc.
- EIN
- 16-0816610
- Plan number
- 002
- Location
- Warsaw, NY
- Participants
- 894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,363,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,363,264
- Participant contributions
- $4,450,579
- Total income / additions
- $13,711,583
- Benefits paid
- $6,830,857
- Administrative expenses
- $69,598
- Total expenses
- $6,900,455
- Net increase / (decrease)
- $6,811,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $71,398 | $0 |