2023 Form 5500 filing — Essa Bank & Trust 401(K) 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 20240710095832NAL0014712481001) for Essa Bank & Trust 401(K) Plan, reported by Essa Bank & Trust under EIN 24-0568185 and plan number 002. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.1MReported net assets$21,092,250
Participants290
Provider compensation$74.8K4 Schedule C row(s)$74,804
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240710095832NAL0014712481001
- Plan sponsor
- Essa Bank & Trust
- EIN
- 24-0568185
- Plan number
- 002
- Location
- Stroudsburg, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.1M total assets
Net assets$21.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,092,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,092,250
- Employer contributions
- $521,351
- Participant contributions
- $1,112,953
- Total income / additions
- $4,330,795
- Benefits paid
- $3,408,053
- Administrative expenses
- $71,759
- Total expenses
- $3,479,812
- Net increase / (decrease)
- $850,983
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $34,914 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Mid-Atlantic Pension Specialists In | CONTRACT ADMIN | $11,168 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,722 | not reported in the loaded dataset |