Original filing (PDF)20251119130844NAL0003996641001

GENERATIONS BANK

Name: GENERATIONS BANK — THE RETIREMENT PLAN OF MEDINA SAVINGS & LOAN ASSOCIATION, Form 5500 (2024)
Creator: GENERATIONS BANK

Form 5500-SF

FILING_RECEIVED

THE RETIREMENT PLAN OF MEDINA SAVINGS & LOAN ASSOCIATION

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GENERATIONS BANK

EIN

15-0443420

Address

20 EAST BAYARD STREET · SENECA FALLS, NY · 13148

Phone

(315) 568-5855

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-19

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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