2023 Form 5500 filing — The Northumberland National Bank 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 20240930134920NAL0003283779001) for The Northumberland National Bank 401(K) Plan, reported by The Northumberland National Bank under EIN 24-0677265 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930134920NAL0003283779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Northumberland National Bank
- EIN
- 24-0677265
- Plan number
- 002
- Location
- Northumberland, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,179,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,179,175
- Employer contributions
- $295,725
- Participant contributions
- $634,518
- Total income / additions
- $2,174,944
- Benefits paid
- $433,221
- Administrative expenses
- $0
- Total expenses
- $433,221
- Net increase / (decrease)
- $1,741,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 |