2023 Form 5500 filing — The Canandaigua National Bank And Trust Company Profit Sharing And 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 20241010083537NAL0009828899001) for The Canandaigua National Bank And Trust Company Profit Sharing And 401(K) Plan, reported by The Canandaigua National Bank And Trust Company under EIN 16-0373410 and plan number 001. It reports 802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083537NAL0009828899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Canandaigua National Bank And Trust Company
- EIN
- 16-0373410
- Plan number
- 001
- Location
- Pittsford, NY
- Participants
- 802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,911,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,911,572
- Employer contributions
- $4,300,000
- Participant contributions
- $4,015,560
- Total income / additions
- $27,057,057
- Benefits paid
- $9,493,549
- Administrative expenses
- $67,892
- Total expenses
- $9,561,441
- Net increase / (decrease)
- $17,495,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $67,892 | not reported in the loaded dataset |
| Canandaigua National Bank And Trust | NONE | $0 | $0 |