Plan5500

2023 Form 5500 filing — Fleetwood Bank Employee Benefit Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240510143412NAL0070000546001) for Fleetwood Bank Employee Benefit Plan, reported by Fleetwood Bank under EIN 23-0586213 and plan number 503. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240510143412NAL0070000546001
Filing year
2023
Form type
2
Plan sponsor
Fleetwood Bank
EIN
23-0586213
Plan number
503
Location
Fleetwood, PA
Participants
40
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$209,886
Total liabilities (EOY)
$511
Net assets (EOY)
$209,375
Employer contributions
$659,243
Participant contributions
$105,551
Total income / additions
$764,958
Benefits paid
$346,665
Administrative expenses
$49,160
Total expenses
$625,914
Net increase / (decrease)
$139,044
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Power Kunkle GroupBROKER$19,080not reported in the loaded dataset
L. R. WeberBROKER$13,383not reported in the loaded dataset
Power Kunkle GroupBROKER$13,140not reported in the loaded dataset
The Benecon GroupBROKER$10,510not reported in the loaded dataset
L. R. WeberBROKER$7,464not reported in the loaded dataset
The Benecon GroupBROKER$6,825not reported in the loaded dataset
PbascBROKER$3,583not reported in the loaded dataset
Capital Blue CrossADMIN$3,180not reported in the loaded dataset
PbascBROKER$2,325not reported in the loaded dataset
Capital Blue CrossADMIN$2,190not reported in the loaded dataset

Related Form 5500 pages