Seneca Savings Employee Stock Ownership Plan — Form 5500 plan (Seneca Savings)

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, Seneca Savings Employee Stock Ownership Plan is a benefit plan reported by Seneca Savings under EIN 82-3136976 and plan number 003. The latest loaded filing year is 2023. The filing reports 66 participants and $601,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seneca Savings
EIN
82-3136976
Plan number
003
Plan type
2
Location
Baldwinsville, NY
Latest filing year
2023
Participants
66
End-of-year plan assets
$601,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I20240715123156NAL0003423986001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$601,199
Total liabilities (EOY)
$479,091
Net assets (EOY)
$122,108
Net assets (BOY)
$146,740

Income & contributions

Employer contributions
$25,858
Participant contributions
$0
Total income / additions
-$22,762

Expenses & distributions

Benefits paid
$1,870
Administrative expenses
$0
Total expenses
$1,870
Net increase / (decrease)
-$24,632

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages