Plan5500

The Retirement Plan Of Pioneer Bank, National Association — Form 5500 plan (Pioneer Bank, National Association)

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, The Retirement Plan Of Pioneer Bank, National Association is a benefit plan reported by Pioneer Bank, National Association under EIN 14-0970570 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $57,630,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pioneer Bank, National Association
EIN
14-0970570
Plan number
001
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
257
End-of-year plan assets
$57,630,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20250414110025NAL0000719939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,630,274
Total liabilities (EOY)
$0
Net assets (EOY)
$57,630,274
Net assets (BOY)
$52,930,762

Income & contributions

Total contributions
$0
Total income / additions
$6,400,693

Expenses & distributions

Benefits paid
$1,578,962
Administrative expenses
$122,219
Total expenses
$1,701,181
Net increase / (decrease)
$4,699,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$56,586not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$19,209$13,5122023
Crowe LlpNONE$23,100not reported in the loaded dataset2023

Related Form 5500 pages