Canandaigua National Bank & Trust Company Employee Stock Ownership Plan — Form 5500 plan (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, Canandaigua National Bank & Trust Company Employee Stock Ownership Plan is a benefit plan reported by Canandaigua National Bank And Trust Company under EIN 16-0373410 and plan number 002. The latest loaded filing year is 2023. The filing reports 797 participants and $8,833,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canandaigua National Bank And Trust Company
- EIN
- 16-0373410
- Plan number
- 002
- Plan type
- 2
- Location
- Canandaigua, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 797 | H | 20241010081403NAL0019782833001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,833,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,833,435
- Net assets (BOY)
- $9,199,510
Income & contributions
- Employer contributions
- $530,000
- Total contributions
- $530,000
- Total income / additions
- $539,898
Expenses & distributions
- Benefits paid
- $905,973
- Administrative expenses
- $0
- Total expenses
- $905,973
- Net increase / (decrease)
- -$366,075
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.