TOMPKINS TRUST COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $-10,220,766 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $-10,220,766 |
| Total transfer of assets from this plan | 2023-12-31 | $149,089 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $-9,382,004 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,243,703 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,243,453 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $36,888,788 |
| Value of total assets at beginning of year | 2023-12-31 | $49,663,584 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $250 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,467,516 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-12,625,707 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $36,888,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $49,663,584 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $-628,754 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Assets. Invements in employer securities at end of year | 2023-12-31 | $36,888,788 |
| Assets. Invements in employer securities at beginning of year | 2023-12-31 | $47,142,561 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $2,521,023 |
| Income. Dividends from common stock | 2023-12-31 | $1,467,516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,243,453 |
| Contract administrator fees | 2023-12-31 | $250 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MENGEL, METZGER, BARR & CO. |
| Accountancy firm EIN | 2023-12-31 | 161092347 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $-10,220,766 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $-10,220,766 |
| Total transfer of assets from this plan | 2023-01-01 | $149,089 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $-9,382,004 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $3,243,703 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,243,453 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $36,888,788 |
| Value of total assets at beginning of year | 2023-01-01 | $49,663,584 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $250 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,467,516 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-12,625,707 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $36,888,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $49,663,584 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $-628,754 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Assets. Invements in employer securities at end of year | 2023-01-01 | $36,888,788 |
| Assets. Invements in employer securities at beginning of year | 2023-01-01 | $47,142,561 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $2,521,023 |
| Income. Dividends from common stock | 2023-01-01 | $1,467,516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,243,453 |
| Contract administrator fees | 2023-01-01 | $250 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MENGEL, METZGER, BARR & CO. |
| Accountancy firm EIN | 2023-01-01 | 161092347 |
| 2022 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-3,423,543 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-3,423,543 |
| Total transfer of assets from this plan | 2022-12-31 | $130,809 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $289,591 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,690,839 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,690,339 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,521,023 |
| Value of total assets at end of year | 2022-12-31 | $49,663,584 |
| Value of total assets at beginning of year | 2022-12-31 | $52,195,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $500 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,392,387 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,401,248 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $49,663,584 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $52,195,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-200,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $47,142,561 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $49,245,015 |
| Contributions received in cash from employer | 2022-12-31 | $2,521,023 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,521,023 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $2,950,626 |
| Income. Dividends from common stock | 2022-12-31 | $1,392,387 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,690,339 |
| Contract administrator fees | 2022-12-31 | $500 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MENGEL, METZGER, BARR & CO. |
| Accountancy firm EIN | 2022-12-31 | 161092347 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-3,423,543 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-3,423,543 |
| Total transfer of assets from this plan | 2022-01-01 | $130,809 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $289,591 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,690,839 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,690,339 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,521,023 |
| Value of total assets at end of year | 2022-01-01 | $49,663,584 |
| Value of total assets at beginning of year | 2022-01-01 | $52,195,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $500 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,392,387 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,401,248 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $49,663,584 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $52,195,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-200,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Assets. Invements in employer securities at end of year | 2022-01-01 | $47,142,561 |
| Assets. Invements in employer securities at beginning of year | 2022-01-01 | $49,245,015 |
| Contributions received in cash from employer | 2022-01-01 | $2,521,023 |
| Employer contributions (assets) at end of year | 2022-01-01 | $2,521,023 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $2,950,626 |
| Income. Dividends from common stock | 2022-01-01 | $1,392,387 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,690,339 |
| Contract administrator fees | 2022-01-01 | $500 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MENGEL, METZGER, BARR & CO. |
| Accountancy firm EIN | 2022-01-01 | 161092347 |
| 2021 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $6,993,615 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $6,993,615 |
| Total transfer of assets from this plan | 2021-12-31 | $277,896 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $11,838,069 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,821,776 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,733,302 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,950,626 |
| Value of total assets at end of year | 2021-12-31 | $52,195,641 |
| Value of total assets at beginning of year | 2021-12-31 | $45,457,244 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $88,474 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,338,710 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Other income not declared elsewhere | 2021-12-31 | $555,118 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Income. Non cash contributions | 2021-12-31 | $2,950,626 |
| Value of net income/loss | 2021-12-31 | $7,016,293 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $52,195,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $45,457,244 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $49,245,015 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $43,352,680 |
| Employer contributions (assets) at end of year | 2021-12-31 | $2,950,626 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $2,104,564 |
| Income. Dividends from common stock | 2021-12-31 | $1,338,710 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,733,302 |
| Contract administrator fees | 2021-12-31 | $88,474 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MENGEL, METZGER, BARR & CO. |
| Accountancy firm EIN | 2021-12-31 | 161092347 |
| 2020 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-13,943,760 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-13,943,760 |
| Total transfer of assets from this plan | 2020-12-31 | $184,118 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $-9,564,366 |
| Total loss/gain on sale of assets | 2020-12-31 | $978,248 |
| Total of all expenses incurred | 2020-12-31 | $2,566,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,492,652 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,103,562 |
| Value of total assets at end of year | 2020-12-31 | $45,457,244 |
| Value of total assets at beginning of year | 2020-12-31 | $57,771,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $73,551 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,297,584 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $782,328 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Administrative expenses (other) incurred | 2020-12-31 | $73,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-12,130,569 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $45,457,244 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $57,771,931 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Invements in employer securities at end of year | 2020-12-31 | $43,352,680 |
| Assets. Invements in employer securities at beginning of year | 2020-12-31 | $55,517,256 |
| Contributions received in cash from employer | 2020-12-31 | $2,103,562 |
| Employer contributions (assets) at end of year | 2020-12-31 | $2,104,564 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $2,254,675 |
| Income. Dividends from common stock | 2020-12-31 | $1,297,584 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,492,652 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $2,768,209 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $1,789,961 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MENGEL, METZGER, BARR & CO. LLP |
| Accountancy firm EIN | 2020-12-31 | 161092347 |
| 2019 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $7,798,763 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $7,798,763 |
| Total transfer of assets from this plan | 2019-12-31 | $122,995 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $13,674,806 |
| Total loss/gain on sale of assets | 2019-12-31 | $2,359,029 |
| Total of all expenses incurred | 2019-12-31 | $4,720,695 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,660,349 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,254,675 |
| Value of total assets at end of year | 2019-12-31 | $57,771,931 |
| Value of total assets at beginning of year | 2019-12-31 | $48,940,815 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $60,346 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,262,415 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $2,824,206 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Other income not declared elsewhere | 2019-12-31 | $-76 |
| Administrative expenses (other) incurred | 2019-12-31 | $60,346 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $8,954,111 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $57,771,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $48,940,815 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $55,517,256 |
| Assets. Invements in employer securities at beginning of year | 2019-12-31 | $46,481,331 |
| Contributions received in cash from employer | 2019-12-31 | $2,254,675 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,254,675 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $2,459,484 |
| Income. Dividends from common stock | 2019-12-31 | $1,262,415 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,660,349 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $4,932,154 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,573,125 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MENGEL, METZGER, BARR & CO. LLP |
| Accountancy firm EIN | 2019-12-31 | 161092347 |
| 2018 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-5,596,014 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-5,596,014 |
| Total transfer of assets from this plan | 2018-12-31 | $183,911 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-99,593 |
| Total loss/gain on sale of assets | 2018-12-31 | $1,838,164 |
| Total of all expenses incurred | 2018-12-31 | $3,443,196 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,443,196 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,451,414 |
| Value of total assets at end of year | 2018-12-31 | $48,940,815 |
| Value of total assets at beginning of year | 2018-12-31 | $52,667,515 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,206,843 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $906,467 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-3,542,789 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $48,940,815 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $52,667,515 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $46,481,331 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $49,586,593 |
| Contributions received in cash from employer | 2018-12-31 | $2,451,414 |
| Employer contributions (assets) at end of year | 2018-12-31 | $2,459,484 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $3,080,922 |
| Income. Dividends from common stock | 2018-12-31 | $1,206,843 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,443,196 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $3,687,759 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,849,595 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MENGEL, METZGER, BARR & CO. LLP |
| Accountancy firm EIN | 2018-12-31 | 161092347 |
| 2017 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-9,502,658 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-9,502,658 |
| Total transfer of assets from this plan | 2017-12-31 | $286,973 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $-3,775,190 |
| Total loss/gain on sale of assets | 2017-12-31 | $1,537,518 |
| Total of all expenses incurred | 2017-12-31 | $2,380,357 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,380,357 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,080,922 |
| Value of total assets at end of year | 2017-12-31 | $52,667,515 |
| Value of total assets at beginning of year | 2017-12-31 | $59,110,035 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,109,028 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $163,927 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-6,155,547 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $52,667,515 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $59,110,035 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $49,586,593 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $56,814,600 |
| Contributions received in cash from employer | 2017-12-31 | $3,080,922 |
| Employer contributions (assets) at end of year | 2017-12-31 | $3,080,922 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $2,295,435 |
| Income. Dividends from common stock | 2017-12-31 | $1,109,028 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,380,357 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $2,727,417 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,189,899 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MENGEL, METZGER, BARR & CO. LLP |
| Accountancy firm EIN | 2017-12-31 | 161092347 |
| 2016 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $21,945,002 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $21,945,002 |
| Total transfer of assets from this plan | 2016-12-31 | $75,552 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $26,416,265 |
| Total loss/gain on sale of assets | 2016-12-31 | $1,114,911 |
| Total of all expenses incurred | 2016-12-31 | $2,303,734 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,302,618 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,295,435 |
| Value of total assets at end of year | 2016-12-31 | $59,110,035 |
| Value of total assets at beginning of year | 2016-12-31 | $35,073,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,116 |
| Total interest from all sources | 2016-12-31 | $1 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,060,916 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $1,039,443 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $1,116 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $24,112,531 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $59,110,035 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $35,073,056 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Interest earned on other investments | 2016-12-31 | $1 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $142 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $56,814,600 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $33,135,003 |
| Contributions received in cash from employer | 2016-12-31 | $2,295,435 |
| Employer contributions (assets) at end of year | 2016-12-31 | $2,295,435 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,937,911 |
| Income. Dividends from common stock | 2016-12-31 | $1,060,916 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,302,618 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $2,491,171 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,376,260 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MENGEL, METZGER, BARR & CO. LLP |
| Accountancy firm EIN | 2016-12-31 | 161092347 |
| 2015 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-377,782 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-377,782 |
| Total transfer of assets from this plan | 2015-12-31 | $207,109 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,459,561 |
| Total loss/gain on sale of assets | 2015-12-31 | $893,620 |
| Total of all expenses incurred | 2015-12-31 | $1,566,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,566,204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,939,036 |
| Value of total assets at end of year | 2015-12-31 | $35,073,056 |
| Value of total assets at beginning of year | 2015-12-31 | $33,387,185 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $377 |
| Total interest from all sources | 2015-12-31 | $3 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,005,151 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $842,064 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Other income not declared elsewhere | 2015-12-31 | $-467 |
| Administrative expenses (other) incurred | 2015-12-31 | $377 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,892,980 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $35,073,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $33,387,185 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Interest earned on other investments | 2015-12-31 | $3 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $142 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $33,135,003 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $31,791,775 |
| Contributions received in cash from employer | 2015-12-31 | $1,939,036 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,937,911 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,595,271 |
| Income. Dividends from common stock | 2015-12-31 | $1,005,151 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,566,204 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $1,818,844 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $925,224 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MENGEL, METZGER, BARR & CO. LLP |
| Accountancy firm EIN | 2015-12-31 | 161092347 |
| 2014 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $2,019,065 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $2,019,065 |
| Total transfer of assets from this plan | 2014-12-31 | $303,061 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $4,834,943 |
| Total loss/gain on sale of assets | 2014-12-31 | $306,930 |
| Total of all expenses incurred | 2014-12-31 | $748,855 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $748,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,593,723 |
| Value of total assets at end of year | 2014-12-31 | $33,387,185 |
| Value of total assets at beginning of year | 2014-12-31 | $29,604,158 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $3 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $915,222 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $4,086,088 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $33,387,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,604,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Interest earned on other investments | 2014-12-31 | $3 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $139 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $149 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $31,791,775 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $28,075,622 |
| Contributions received in cash from employer | 2014-12-31 | $1,593,723 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,595,271 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,528,387 |
| Income. Dividends from common stock | 2014-12-31 | $915,222 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $748,855 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $1,071,808 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $764,878 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MENGEL, METZGER, BARR & CO LLP |
| Accountancy firm EIN | 2014-12-31 | 161092347 |
| 2013 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $5,708,741 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $5,708,741 |
| Total transfer of assets from this plan | 2013-12-31 | $188,278 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,963,316 |
| Total loss/gain on sale of assets | 2013-12-31 | $862,333 |
| Total of all expenses incurred | 2013-12-31 | $2,297,167 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,297,167 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,531,176 |
| Value of total assets at end of year | 2013-12-31 | $29,604,158 |
| Value of total assets at beginning of year | 2013-12-31 | $23,126,287 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $15 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $861,051 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $861,051 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $6,666,149 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $29,604,158 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $23,126,287 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Interest earned on other investments | 2013-12-31 | $15 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $149 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $28,075,622 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $22,411,195 |
| Contributions received in cash from employer | 2013-12-31 | $1,531,176 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,528,387 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $712,903 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,297,167 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $2,517,285 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,654,952 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MENGEL, METZGER, BARR AND CO LLP |
| Accountancy firm EIN | 2013-12-31 | 161092347 |
| 2012 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $187,664 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $187,664 |
| Total transfer of assets from this plan | 2012-12-31 | $227,713 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $2,140,390 |
| Total loss/gain on sale of assets | 2012-12-31 | $419,489 |
| Total of all expenses incurred | 2012-12-31 | $1,049,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,049,875 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $712,066 |
| Value of total assets at end of year | 2012-12-31 | $23,126,287 |
| Value of total assets at beginning of year | 2012-12-31 | $22,263,485 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $58 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $821,113 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,090,515 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $23,126,287 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $22,263,485 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest earned on other investments | 2012-12-31 | $58 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,189 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,183 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Assets. Invements in employer securities at end of year | 2012-12-31 | $22,411,195 |
| Assets. Invements in employer securities at beginning of year | 2012-12-31 | $21,223,266 |
| Contributions received in cash from employer | 2012-12-31 | $712,066 |
| Employer contributions (assets) at end of year | 2012-12-31 | $712,903 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,038,036 |
| Income. Dividends from common stock | 2012-12-31 | $821,113 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,049,875 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $1,310,377 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $890,888 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MENGEL, METZGER, BARR, AND CO LLP |
| Accountancy firm EIN | 2012-12-31 | 161092347 |
| 2011 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-588,428 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-588,428 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,361,922 |
| Total loss/gain on sale of assets | 2011-12-31 | $154,047 |
| Total of all expenses incurred | 2011-12-31 | $676,740 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $676,740 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,038,497 |
| Value of total assets at end of year | 2011-12-31 | $22,263,485 |
| Value of total assets at beginning of year | 2011-12-31 | $21,578,303 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $63 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $757,743 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $685,182 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $22,263,485 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,578,303 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Interest earned on other investments | 2011-12-31 | $63 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,183 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,120 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $21,223,266 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $20,524,631 |
| Contributions received in cash from employer | 2011-12-31 | $1,038,497 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,038,036 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,051,552 |
| Income. Dividends from common stock | 2011-12-31 | $757,743 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $676,740 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $766,143 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $612,096 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MENGEL, METZGER, BARR, AND CO LLP |
| Accountancy firm EIN | 2011-12-31 | 161092347 |
| 2010 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-429,084 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-429,084 |
| Total transfer of assets from this plan | 2010-12-31 | $166,555 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,959,586 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $908,769 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $908,748 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,052,373 |
| Value of total assets at end of year | 2010-12-31 | $21,578,303 |
| Value of total assets at beginning of year | 2010-12-31 | $19,694,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $21 |
| Total interest from all sources | 2010-12-31 | $72 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,336,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Other income not declared elsewhere | 2010-12-31 | $47 |
| Administrative expenses (other) incurred | 2010-12-31 | $21 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,050,817 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,578,303 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,694,041 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Interest earned on other investments | 2010-12-31 | $72 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,120 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,048 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $20,524,631 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $18,412,725 |
| Contributions received in cash from employer | 2010-12-31 | $1,052,373 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,051,552 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,279,268 |
| Income. Dividends from common stock | 2010-12-31 | $2,336,178 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $908,748 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MENGEL, METZGER, BARR AND CO LLP |
| Accountancy firm EIN | 2010-12-31 | 161092347 |
| 2009 : TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
