· 2022–2024 · DOL EFAST2

THE FIRST NATIONAL BANK OF GROTON — THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250703105901NAL0000271267001

THE FIRST NATIONAL BANK OF GROTON

Form 5500-SF

FILING_RECEIVED

THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN

401(k) retirement plan

Active participants

34

Accounts w/ balance

47

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FIRST NATIONAL BANK OF GROTON.

Plan sponsor

Name

THE FIRST NATIONAL BANK OF GROTON

EIN

15-0328960

Address

161 MAIN STREET · GROTON, NY · 130731131

Phone

(607) 898-5871

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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