Civic Intelligence

Orange County Bancorp Inc.

Plan context: Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions

EIN 26-1135778 • 18 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

241

2024 Assets

$31,728,476

2024 Contributions

$2,943,723

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$31,728,476$15,864,238$0200820162024YearValue
$31,728,476Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2411210200720162024YearValue
241Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241241$31,728,476$2,943,723$12,215iApproximate average salary by contribution assumption: employee only about $305,365 at 4% or $203,577 at 6%; with 50% employer match about $203,577 at 4% or $135,718 at 6%; with 100% employer match about $152,683 at 4% or $101,788 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-241$31,728,476$2,943,723$12,215iApproximate average salary by contribution assumption: employee only about $305,365 at 4% or $203,577 at 6%; with 50% employer match about $203,577 at 4% or $135,718 at 6%; with 100% employer match about $152,683 at 4% or $101,788 at 6%.
20231210$29,515,896$2,933,671$13,970iApproximate average salary by contribution assumption: employee only about $349,247 at 4% or $232,831 at 6%; with 50% employer match about $232,831 at 4% or $155,221 at 6%; with 100% employer match about $174,623 at 4% or $116,416 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-210$29,515,896$2,933,671$13,970iApproximate average salary by contribution assumption: employee only about $349,247 at 4% or $232,831 at 6%; with 50% employer match about $232,831 at 4% or $155,221 at 6%; with 100% employer match about $174,623 at 4% or $116,416 at 6%.
20221186$23,625,529$2,366,738$12,724iApproximate average salary by contribution assumption: employee only about $318,110 at 4% or $212,073 at 6%; with 50% employer match about $212,073 at 4% or $141,382 at 6%; with 100% employer match about $159,055 at 4% or $106,037 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-186$23,625,529$2,366,738$12,724iApproximate average salary by contribution assumption: employee only about $318,110 at 4% or $212,073 at 6%; with 50% employer match about $212,073 at 4% or $141,382 at 6%; with 100% employer match about $159,055 at 4% or $106,037 at 6%.
20211190$24,827,817$2,263,678$11,914iApproximate average salary by contribution assumption: employee only about $297,852 at 4% or $198,568 at 6%; with 50% employer match about $198,568 at 4% or $132,379 at 6%; with 100% employer match about $148,926 at 4% or $99,284 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-190$24,827,817$2,263,678$11,914iApproximate average salary by contribution assumption: employee only about $297,852 at 4% or $198,568 at 6%; with 50% employer match about $198,568 at 4% or $132,379 at 6%; with 100% employer match about $148,926 at 4% or $99,284 at 6%.
20201169$20,328,924$2,042,161$12,084iApproximate average salary by contribution assumption: employee only about $302,095 at 4% or $201,397 at 6%; with 50% employer match about $201,397 at 4% or $134,264 at 6%; with 100% employer match about $151,047 at 4% or $100,698 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-169$20,328,924$2,042,161$12,084iApproximate average salary by contribution assumption: employee only about $302,095 at 4% or $201,397 at 6%; with 50% employer match about $201,397 at 4% or $134,264 at 6%; with 100% employer match about $151,047 at 4% or $100,698 at 6%.
20191160$17,602,442$2,146,514$13,416iApproximate average salary by contribution assumption: employee only about $335,393 at 4% or $223,595 at 6%; with 50% employer match about $223,595 at 4% or $149,063 at 6%; with 100% employer match about $167,696 at 4% or $111,798 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-160$17,602,442$2,146,514$13,416iApproximate average salary by contribution assumption: employee only about $335,393 at 4% or $223,595 at 6%; with 50% employer match about $223,595 at 4% or $149,063 at 6%; with 100% employer match about $167,696 at 4% or $111,798 at 6%.
20181144$13,894,855$2,367,779$16,443iApproximate average salary by contribution assumption: employee only about $411,073 at 4% or $274,048 at 6%; with 50% employer match about $274,048 at 4% or $182,699 at 6%; with 100% employer match about $205,536 at 4% or $137,024 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-144$13,894,855$2,367,779$16,443iApproximate average salary by contribution assumption: employee only about $411,073 at 4% or $274,048 at 6%; with 50% employer match about $274,048 at 4% or $182,699 at 6%; with 100% employer match about $205,536 at 4% or $137,024 at 6%.
20171132$13,421,550$1,682,775$12,748iApproximate average salary by contribution assumption: employee only about $318,707 at 4% or $212,472 at 6%; with 50% employer match about $212,472 at 4% or $141,648 at 6%; with 100% employer match about $159,354 at 4% or $106,236 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-132$13,421,550$1,682,775$12,748iApproximate average salary by contribution assumption: employee only about $318,707 at 4% or $212,472 at 6%; with 50% employer match about $212,472 at 4% or $141,648 at 6%; with 100% employer match about $159,354 at 4% or $106,236 at 6%.
20161127$11,380,786$1,544,525$12,162iApproximate average salary by contribution assumption: employee only about $304,040 at 4% or $202,694 at 6%; with 50% employer match about $202,694 at 4% or $135,129 at 6%; with 100% employer match about $152,020 at 4% or $101,347 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-127$11,380,786$1,544,525$12,162iApproximate average salary by contribution assumption: employee only about $304,040 at 4% or $202,694 at 6%; with 50% employer match about $202,694 at 4% or $135,129 at 6%; with 100% employer match about $152,020 at 4% or $101,347 at 6%.
20151112$9,886,339$660,005$5,893iApproximate average salary by contribution assumption: employee only about $147,323 at 4% or $98,215 at 6%; with 50% employer match about $98,215 at 4% or $65,477 at 6%; with 100% employer match about $73,661 at 4% or $49,108 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-112$9,886,339$660,005$5,893iApproximate average salary by contribution assumption: employee only about $147,323 at 4% or $98,215 at 6%; with 50% employer match about $98,215 at 4% or $65,477 at 6%; with 100% employer match about $73,661 at 4% or $49,108 at 6%.
2014194$10,309,508$505,617$5,379iApproximate average salary by contribution assumption: employee only about $134,473 at 4% or $89,648 at 6%; with 50% employer match about $89,648 at 4% or $59,766 at 6%; with 100% employer match about $67,236 at 4% or $44,824 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-94$10,309,508$505,617$5,379iApproximate average salary by contribution assumption: employee only about $134,473 at 4% or $89,648 at 6%; with 50% employer match about $89,648 at 4% or $59,766 at 6%; with 100% employer match about $67,236 at 4% or $44,824 at 6%.
2013197$9,655,334$687,236$7,085iApproximate average salary by contribution assumption: employee only about $177,123 at 4% or $118,082 at 6%; with 50% employer match about $118,082 at 4% or $78,721 at 6%; with 100% employer match about $88,561 at 4% or $59,041 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-97$9,655,334$687,236$7,085iApproximate average salary by contribution assumption: employee only about $177,123 at 4% or $118,082 at 6%; with 50% employer match about $118,082 at 4% or $78,721 at 6%; with 100% employer match about $88,561 at 4% or $59,041 at 6%.
2012197$8,626,119$452,287$4,663iApproximate average salary by contribution assumption: employee only about $116,569 at 4% or $77,713 at 6%; with 50% employer match about $77,713 at 4% or $51,808 at 6%; with 100% employer match about $58,284 at 4% or $38,856 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-97$8,626,119$452,287$4,663iApproximate average salary by contribution assumption: employee only about $116,569 at 4% or $77,713 at 6%; with 50% employer match about $77,713 at 4% or $51,808 at 6%; with 100% employer match about $58,284 at 4% or $38,856 at 6%.
2011190$8,092,898$553,450$6,149iApproximate average salary by contribution assumption: employee only about $153,736 at 4% or $102,491 at 6%; with 50% employer match about $102,491 at 4% or $68,327 at 6%; with 100% employer match about $76,868 at 4% or $51,245 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-90$8,092,898$553,450$6,149iApproximate average salary by contribution assumption: employee only about $153,736 at 4% or $102,491 at 6%; with 50% employer match about $102,491 at 4% or $68,327 at 6%; with 100% employer match about $76,868 at 4% or $51,245 at 6%.
2010182$7,626,102$633,940$7,731iApproximate average salary by contribution assumption: employee only about $193,274 at 4% or $128,850 at 6%; with 50% employer match about $128,850 at 4% or $85,900 at 6%; with 100% employer match about $96,637 at 4% or $64,425 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-82$7,626,102$633,940$7,731iApproximate average salary by contribution assumption: employee only about $193,274 at 4% or $128,850 at 6%; with 50% employer match about $128,850 at 4% or $85,900 at 6%; with 100% employer match about $96,637 at 4% or $64,425 at 6%.
2009179$7,181,888$417,283$5,282iApproximate average salary by contribution assumption: employee only about $132,052 at 4% or $88,034 at 6%; with 50% employer match about $88,034 at 4% or $58,690 at 6%; with 100% employer match about $66,026 at 4% or $44,017 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-79$7,181,888$417,283$5,282iApproximate average salary by contribution assumption: employee only about $132,052 at 4% or $88,034 at 6%; with 50% employer match about $88,034 at 4% or $58,690 at 6%; with 100% employer match about $66,026 at 4% or $44,017 at 6%.
2008174$6,742,167$414,730$5,604iApproximate average salary by contribution assumption: employee only about $140,111 at 4% or $93,408 at 6%; with 50% employer match about $93,408 at 4% or $62,272 at 6%; with 100% employer match about $70,056 at 4% or $46,704 at 6%.
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-74$6,742,167$414,730$5,604iApproximate average salary by contribution assumption: employee only about $140,111 at 4% or $93,408 at 6%; with 50% employer match about $93,408 at 4% or $62,272 at 6%; with 100% employer match about $70,056 at 4% or $46,704 at 6%.
2007173$0$0-
Orange County Trust Company Employee Stock Ownership Plan with Section 401K Provisions-73---