First National Bank Of Scotia 401(K) Plan — Form 5500 plan (First National Bank Of Scotia)
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, First National Bank Of Scotia 401(K) Plan is a benefit plan reported by First National Bank Of Scotia under EIN 14-0696810 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $12,548,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Bank Of Scotia
- EIN
- 14-0696810
- Plan number
- 002
- Plan type
- 2
- Location
- Scotia, NY
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $12,548,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240930105932NAL0005450849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,548,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,548,758
- Net assets (BOY)
- $10,053,287
Income & contributions
- Employer contributions
- $519,979
- Participant contributions
- $823,382
- Total contributions
- $1,343,361
- Total income / additions
- $3,034,536
Expenses & distributions
- Benefits paid
- $538,077
- Administrative expenses
- $988
- Total expenses
- $539,065
- Net increase / (decrease)
- $2,495,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $30,420 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $988 | $0 | 2023 |