2023 Form 5500 filing — Pathfinder Bank 401(K) Savings 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 20240917072517NAL0001019267001) for Pathfinder Bank 401(K) Savings Plan, reported by Pathfinder Bank under EIN 15-0408130 and plan number 002. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917072517NAL0001019267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathfinder Bank
- EIN
- 15-0408130
- Plan number
- 002
- Location
- Oswego, NY
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,377,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,377,965
- Employer contributions
- $816,840
- Participant contributions
- $1,000,391
- Total income / additions
- $3,582,094
- Benefits paid
- $1,421,153
- Administrative expenses
- $59,380
- Total expenses
- $1,572,506
- Net increase / (decrease)
- $2,009,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Water Capital Management LLC | INVESTMENT ADVISOR | $38,057 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | TPA | $8,798 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | CONTRACT ADMIN | $8,097 | $0 |