Orange County Bancorp Inc. 401(K)Plan — Form 5500 plan (Orange County 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, Orange County Bancorp Inc. 401(K)Plan is a benefit plan reported by Orange County Bancorp Inc. under EIN 26-1135778 and plan number 004. The latest loaded filing year is 2023. The filing reports 276 participants and $29,515,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orange County Bancorp Inc.
- EIN
- 26-1135778
- Plan number
- 004
- Plan type
- 2
- Location
- Middletown, NY
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $29,515,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240731152733NAL0021794273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,515,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,515,896
- Net assets (BOY)
- $23,625,529
Income & contributions
- Employer contributions
- $1,107,739
- Participant contributions
- $1,523,356
- Total contributions
- $2,933,671
- Total income / additions
- $7,328,711
Expenses & distributions
- Benefits paid
- $1,389,687
- Administrative expenses
- $35,783
- Total expenses
- $1,438,344
- Net increase / (decrease)
- $5,890,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $30,113 | not reported in the loaded dataset | 2023 |
| Reliance Trust Co. | CUSTODIAL | $0 | not reported in the loaded dataset | 2023 |