Plan5500

Evans Bank, N.A. Employees Savings 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. Employees Savings Plan is a benefit plan reported by Evans Bank, N.A. under EIN 16-0426523 and plan number 002. The latest loaded filing year is 2023. The filing reports 481 participants and $38,064,920 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
002
Plan type
2
Location
Williamsville, NY
Latest filing year
2023
Participants
481
End-of-year plan assets
$38,064,920

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241007123156NAL0015164305002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,064,920
Net assets (EOY)
$38,064,920
Net assets (BOY)
$31,711,970

Income & contributions

Employer contributions
$1,393,409
Participant contributions
$2,295,818
Total contributions
$4,125,717
Total income / additions
$9,635,080

Expenses & distributions

Benefits paid
$3,198,300
Administrative expenses
$83,830
Total expenses
$3,282,130
Net increase / (decrease)
$6,352,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$50,295not reported in the loaded dataset2023
Cbiz Investment Advisory ServiNONE$33,534not reported in the loaded dataset2023

Related Form 5500 pages