Pathfinder Bank Employee Stock Ownership Plan — Form 5500 plan (Pathfinder 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, Pathfinder Bank Employee Stock Ownership Plan is a benefit plan reported by Pathfinder Bank under EIN 15-0408130 and plan number 003. The latest loaded filing year is 2023. The filing reports 133 participants and $5,381,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathfinder Bank
EIN
15-0408130
Plan number
003
Plan type
2
Location
Oswego, NY
Latest filing year
2023
Participants
133
End-of-year plan assets
$5,381,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H20241003153739NAL0010784065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,381,097
Total liabilities (EOY)
$155,842
Net assets (EOY)
$5,225,255
Net assets (BOY)
$7,129,504

Income & contributions

Employer contributions
$211,172
Total contributions
$211,172
Total income / additions
-$1,633,836

Expenses & distributions

Benefits paid
$243,202
Administrative expenses
$18,043
Total expenses
$270,413
Net increase / (decrease)
-$1,904,249

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages