Auburn National Bancorporation, Inc. 401(K) Plan — Form 5500 plan (Auburn National Bancorporation, 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, Auburn National Bancorporation, Inc. 401(K) Plan is a benefit plan reported by Auburn National Bancorporation, Inc. under EIN 63-0885779 and plan number 003. The latest loaded filing year is 2023. The filing reports 183 participants and $11,934,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auburn National Bancorporation, Inc.
- EIN
- 63-0885779
- Plan number
- 003
- Plan type
- 2
- Location
- Auburn, AL
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $11,934,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240731100626NAL0021318529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,934,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,934,613
- Net assets (BOY)
- $10,134,044
Income & contributions
- Employer contributions
- $328,443
- Participant contributions
- $550,144
- Total contributions
- $918,138
- Total income / additions
- $2,355,715
Expenses & distributions
- Benefits paid
- $499,329
- Administrative expenses
- $55,817
- Total expenses
- $555,146
- Net increase / (decrease)
- $1,800,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,643 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $26,174 | not reported in the loaded dataset | 2023 |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Auburn National Bancorporation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Auburn, AL
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Schwab, Inc. — Schedule C compensation