Tioga State Bank DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tioga State Bank
  • Sponsor EIN: 150620348
  • Sponsor Address: 1 MAIN STREET, P.O. BOX 386, SPENCER, NY, 148830000
  • Plan Type: DB
  • Total Participants: 18
  • Total Assets: $3.4M

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.
202418$3.4M$89,304$0
202318$3.4M$89,304$0
202219$3.1M$48,000$0

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