The Canandaigua National Bank And Trust Company Profit Sharing And 401(K) Plan — Form 5500 plan (The Canandaigua National Bank And Trust Company)
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 Canandaigua National Bank And Trust Company Profit Sharing And 401(K) Plan is a benefit plan reported by The Canandaigua National Bank And Trust Company under EIN 16-0373410 and plan number 001. The latest loaded filing year is 2023. The filing reports 802 participants and $131,911,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Canandaigua National Bank And Trust Company
- EIN
- 16-0373410
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsford, NY
- Latest filing year
- 2023
- Participants
- 802
- End-of-year plan assets
- $131,911,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 802 | H, C | 20241010083537NAL0009828899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,911,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,911,572
- Net assets (BOY)
- $114,415,956
Income & contributions
- Employer contributions
- $4,300,000
- Participant contributions
- $4,015,560
- Total contributions
- $8,800,104
- Total income / additions
- $27,057,057
Expenses & distributions
- Benefits paid
- $9,493,549
- Administrative expenses
- $67,892
- Total expenses
- $9,561,441
- Net increase / (decrease)
- $17,495,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $67,892 | not reported in the loaded dataset | 2023 |
| Canandaigua National Bank And Trust | NONE | $0 | $0 | 2023 |