EMPIRE STATE BANK has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : EMPIRE STATE BANK 401(K) PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $24,466 |
| Total plan liabilities at beginning of year | 2023-12-31 | $35,416 |
| Total income from all sources | 2023-12-31 | $820,577 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $264,257 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $261,570 |
| Total plan assets at end of year | 2023-12-31 | $3,117,803 |
| Total plan assets at beginning of year | 2023-12-31 | $2,572,433 |
| Value of fidelity bond covering the plan | 2023-12-31 | $340,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $294,557 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $2,687 |
| Other income received | 2023-12-31 | $427,963 |
| Net income (gross income less expenses) | 2023-12-31 | $556,320 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,093,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,537,017 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $98,057 |
| 2022 : EMPIRE STATE BANK 401(K) PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $35,416 |
| Total plan liabilities at beginning of year | 2022-12-31 | $11,383 |
| Total income from all sources | 2022-12-31 | $-171,353 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $593,317 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $593,067 |
| Total plan assets at end of year | 2022-12-31 | $2,572,433 |
| Total plan assets at beginning of year | 2022-12-31 | $3,313,070 |
| Value of fidelity bond covering the plan | 2022-12-31 | $340,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $303,423 |
| Other income received | 2022-12-31 | $-556,405 |
| Net income (gross income less expenses) | 2022-12-31 | $-764,670 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,537,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,301,687 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $81,629 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $250 |
| 2021 : EMPIRE STATE BANK 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $11,383 |
| Total plan liabilities at beginning of year | 2021-12-31 | $3,407 |
| Total income from all sources | 2021-12-31 | $787,547 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $203,019 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $202,794 |
| Total plan assets at end of year | 2021-12-31 | $3,313,070 |
| Total plan assets at beginning of year | 2021-12-31 | $2,720,566 |
| Value of fidelity bond covering the plan | 2021-12-31 | $340,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $301,339 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $11,122 |
| Other income received | 2021-12-31 | $386,639 |
| Net income (gross income less expenses) | 2021-12-31 | $584,528 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,301,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,717,159 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $88,447 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $225 |
| 2020 : EMPIRE STATE BANK 401(K) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $3,407 |
| Total plan liabilities at beginning of year | 2020-12-31 | $9,900 |
| Total income from all sources | 2020-12-31 | $862,287 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $101,706 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $101,556 |
| Total plan assets at end of year | 2020-12-31 | $2,720,566 |
| Total plan assets at beginning of year | 2020-12-31 | $1,966,478 |
| Value of fidelity bond covering the plan | 2020-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $256,852 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $27,567 |
| Other income received | 2020-12-31 | $498,551 |
| Net income (gross income less expenses) | 2020-12-31 | $760,581 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,717,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,956,578 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $79,317 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $150 |
| 2019 : EMPIRE STATE BANK 401(K) PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $9,900 |
| Total plan liabilities at beginning of year | 2019-12-31 | $15,971 |
| Total income from all sources | 2019-12-31 | $668,482 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $114,688 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $114,488 |
| Total plan assets at end of year | 2019-12-31 | $1,966,478 |
| Total plan assets at beginning of year | 2019-12-31 | $1,418,755 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $244,606 |
| Other income received | 2019-12-31 | $345,195 |
| Net income (gross income less expenses) | 2019-12-31 | $553,794 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,956,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,402,784 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $78,681 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $200 |
| 2018 : EMPIRE STATE BANK 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $137,412 |
| Total plan liabilities at end of year | 2018-12-31 | $15,971 |
| Total plan liabilities at beginning of year | 2018-12-31 | $7,514 |
| Total income from all sources | 2018-12-31 | $211,084 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,220 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,195 |
| Total plan assets at end of year | 2018-12-31 | $1,418,755 |
| Total plan assets at beginning of year | 2018-12-31 | $1,065,022 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $218,073 |
| Other income received | 2018-12-31 | $-88,793 |
| Net income (gross income less expenses) | 2018-12-31 | $207,864 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,402,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,057,508 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $81,804 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25 |
| 2017 : EMPIRE STATE BANK 401(K) PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $7,514 |
| Total income from all sources | 2017-12-31 | $298,397 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $136,497 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $136,372 |
| Total plan assets at end of year | 2017-12-31 | $1,065,022 |
| Total plan assets at beginning of year | 2017-12-31 | $895,608 |
| Value of fidelity bond covering the plan | 2017-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $137,566 |
| Other income received | 2017-12-31 | $160,831 |
| Net income (gross income less expenses) | 2017-12-31 | $161,900 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,057,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $895,608 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $125 |
| 2016 : EMPIRE STATE BANK 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $194,225 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $39,164 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $39,089 |
| Total plan assets at end of year | 2016-12-31 | $895,608 |
| Total plan assets at beginning of year | 2016-12-31 | $740,547 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $138,818 |
| Other income received | 2016-12-31 | $55,407 |
| Net income (gross income less expenses) | 2016-12-31 | $155,061 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $895,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $740,547 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $75 |
| 2015 : EMPIRE STATE BANK 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $139,313 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $35,384 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $35,309 |
| Total plan assets at end of year | 2015-12-31 | $740,547 |
| Total plan assets at beginning of year | 2015-12-31 | $636,618 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $137,310 |
| Other income received | 2015-12-31 | $2,003 |
| Net income (gross income less expenses) | 2015-12-31 | $103,929 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $740,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $636,618 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $75 |
| 2014 : EMPIRE STATE BANK 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $156,825 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $100,318 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $100,193 |
| Total plan assets at end of year | 2014-12-31 | $636,618 |
| Total plan assets at beginning of year | 2014-12-31 | $580,111 |
| Other income received | 2014-12-31 | $33,146 |
| Net income (gross income less expenses) | 2014-12-31 | $56,507 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $636,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $580,111 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $123,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $125 |
