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, Community Bank System, Inc. 401(K) Employee Stock Ownership Plan is a benefit plan reported by Community Bank System, Inc. under EIN 16-1213679 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,900 participants and $415,582,866 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $415,582,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $415,582,866
- Net assets (BOY)
- $379,450,506
Income & contributions
- Employer contributions
- $9,065,904
- Participant contributions
- $15,645,487
- Total contributions
- $28,719,893
- Total income / additions
- $63,423,938
Expenses & distributions
- Benefits paid
- $26,816,095
- Administrative expenses
- $98,365
- Total expenses
- $27,291,578
- Net increase / (decrease)
- $36,132,360