Ballston Spa National Bank DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ballston Spa National Bank
  • Sponsor EIN: 140486153
  • Sponsor Address: 990 STATE ROUTE 67, BALLSTON SPA, NY, 12020
  • Plan Type: DB
  • Plan Number: 001
  • Total Participants: 80
  • Total Assets: $22.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202380$22.5M$0$0
202285$20.1M$0$0

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