2023 Form 5500 filing — Retirement Plan Of Fulton Savings Bank
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 20250626130007NAL0009005809001) for Retirement Plan Of Fulton Savings Bank, reported by Fulton Savings Bank under EIN 15-0313410 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250626130007NAL0009005809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fulton Savings Bank
- EIN
- 15-0313410
- Plan number
- 001
- Location
- Fulton, NY
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,193,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,193,487
- Employer contributions
- $1,250,000
- Total income / additions
- $8,335,876
- Benefits paid
- $2,900,126
- Administrative expenses
- $60,709
- Total expenses
- $2,960,835
- Net increase / (decrease)
- $5,375,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Retirement Trust | TRUSTEE | $60,709 | $0 |