Traditions Bank Retirement Plan — Form 5500 plan (Traditions Bank)
Plain-English plan 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, Traditions Bank Retirement Plan is a benefit plan reported by Traditions Bank under EIN 03-0454928 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $18,666,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Traditions Bank
- EIN
- 03-0454928
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $18,666,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240729122309NAL0018758161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,666,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,666,064
- Net assets (BOY)
- $15,416,022
Income & contributions
- Employer contributions
- $466,437
- Participant contributions
- $983,238
- Total contributions
- $2,003,555
- Total income / additions
- $4,280,841
Expenses & distributions
- Benefits paid
- $983,566
- Administrative expenses
- $47,233
- Total expenses
- $1,030,799
- Net increase / (decrease)
- $3,250,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,369 | $0 | 2023 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISOR | $22,613 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $3,300 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,956 | not reported in the loaded dataset | 2023 |
| Stambaugh Ness Pc | AUDITOR/OTHER | $449 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Traditions Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Rbc Capital Markets, LLC — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Stambaugh Ness Pc — Schedule C compensation