Plan5500

Evans Bank, N.A. Pension Plan — Form 5500 plan (Evans Bank, N.A.)

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, Evans Bank, N.A. Pension Plan is a benefit plan reported by Evans Bank, N.A. under EIN 16-0426523 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $5,148,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evans Bank, N.A.
EIN
16-0426523
Plan number
001
Plan type
2
Location
Williamsville, NY
Latest filing year
2023
Participants
148
End-of-year plan assets
$5,148,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20250715105520NAL0001246675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,148,966
Total liabilities (EOY)
$0
Net assets (EOY)
$5,148,966
Net assets (BOY)
$4,597,955

Income & contributions

Total contributions
$0
Total income / additions
$846,586

Expenses & distributions

Benefits paid
$266,976
Administrative expenses
$28,599
Total expenses
$295,575
Net increase / (decrease)
$551,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan ServicesTRUSTEE$16,448not reported in the loaded dataset2023
Envestnet Asset Management, Inc.INVESTMENT ADVISOR$12,151not reported in the loaded dataset2023

Related Form 5500 pages