2023 Form 5500 filing — First National Bank Of Scotia Pension 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 20250711092056NAL0007193153001) for First National Bank Of Scotia Pension Plan, reported by First National Bank Of Scotia under EIN 14-0696810 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711092056NAL0007193153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First National Bank Of Scotia
- EIN
- 14-0696810
- Plan number
- 001
- Location
- Scotia, NY
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,129,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,129,290
- Total income / additions
- $6,003,042
- Benefits paid
- $1,069,315
- Administrative expenses
- $93,413
- Total expenses
- $1,162,728
- Net increase / (decrease)
- $4,840,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adirondack Trust Company | NONE | $93,413 | not reported in the loaded dataset |