Nbt Bancorp Inc. 401(K) & Employee Stock Ownership Plan — Form 5500 plan (Nbt Bancorp Inc.)

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, Nbt Bancorp Inc. 401(K) & Employee Stock Ownership Plan is a benefit plan reported by Nbt Bancorp Inc. under EIN 16-1268674 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,358 participants and $321,605,789 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nbt Bancorp Inc.
EIN
16-1268674
Plan number
002
Plan type
2
Location
Norwich, NY
Latest filing year
2023
Participants
2,358
End-of-year plan assets
$321,605,789

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,358H, C20240709083058NAL0020603792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$321,605,789
Total liabilities (EOY)
$817,578
Net assets (EOY)
$320,788,211
Net assets (BOY)
$274,546,200

Income & contributions

Employer contributions
$5,311,908
Participant contributions
$13,031,102
Total contributions
$30,510,820
Total income / additions
$74,904,227

Expenses & distributions

Benefits paid
$28,623,542
Administrative expenses
$38,674
Total expenses
$28,662,216
Net increase / (decrease)
$46,242,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab Trust BankNONE$0$47,4282023
Epic Retirement Plan ServicesWHOLLY OWNED SUBSIDIARY$38,674$02023
Charles Schwab & Co., Inc.NONE$11,418$02023

Related Form 5500 pages