2023 Form 5500 filing — Bank Of Millbrook 401(K) Profit Sharing Plan And Trust
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 20240920152404NAL0007686145001) for Bank Of Millbrook 401(K) Profit Sharing Plan And Trust, reported by Bank Of Millbrook under EIN 14-0486870 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240920152404NAL0007686145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of Millbrook
- EIN
- 14-0486870
- Plan number
- 001
- Location
- Millbrook, NY
- Participants
- 45
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,229,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,229,353
- Employer contributions
- $105,230
- Participant contributions
- $167,706
- Total income / additions
- $918,358
- Benefits paid
- $384,313
- Administrative expenses
- $60,903
- Total expenses
- $445,216
- Net increase / (decrease)
- $473,142
- Schedule source
- Schedule I