Original filing (PDF)20250710061641NAL0014434850001

TIOGA STATE BANK

Name: TIOGA STATE BANK — TIOGA STATE BANK RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: TIOGA STATE BANK

Form 5500-SF

FILING_RECEIVED

TIOGA STATE BANK RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

126

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIOGA STATE BANK.

Plan sponsor

Name

TIOGA STATE BANK

EIN

15-0620348

Address

1 NORTH MAIN ST. · P.O. BOX 386 · SPENCER, NY · 148830386

Phone

(607) 589-7600

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(866) 633-4015

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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