2023 Form 5500 filing — Evans Bank, N.A. 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 20250715105520NAL0001246675001) for Evans Bank, N.A. Pension Plan, reported by Evans Bank, N.A. under EIN 16-0426523 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715105520NAL0001246675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evans Bank, N.A.
- EIN
- 16-0426523
- Plan number
- 001
- Location
- Williamsville, NY
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,148,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,148,966
- Total income / additions
- $846,586
- Benefits paid
- $266,976
- Administrative expenses
- $28,599
- Total expenses
- $295,575
- Net increase / (decrease)
- $551,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | TRUSTEE | $16,448 | not reported in the loaded dataset |
| Envestnet Asset Management, Inc. | INVESTMENT ADVISOR | $12,151 | not reported in the loaded dataset |