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, Financial Institutions, Inc. 401(K) Plan is a benefit plan reported by Financial Institutions, Inc. under EIN 16-0816610 and plan number 002. The latest loaded filing year is 2023. The filing reports 894 participants and $63,363,264 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,363,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,363,264
- Net assets (BOY)
- $56,552,136
Income & contributions
- Participant contributions
- $4,450,579
- Total contributions
- $5,301,379
- Total income / additions
- $13,711,583
Expenses & distributions
- Benefits paid
- $6,830,857
- Administrative expenses
- $69,598
- Total expenses
- $6,900,455
- Net increase / (decrease)
- $6,811,128