2023 Form 5500 filing — Ephrata National 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 20241009111744NAL0010559155001) for Ephrata National Bank Employee Benefit Plan, reported by The Ephrata National Bank under EIN 23-0559393 and plan number 505. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111744NAL0010559155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ephrata National Bank
- EIN
- 23-0559393
- Plan number
- 505
- Location
- Ephrata, PA
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $683,918
- Total liabilities (EOY)
- $51,756
- Net assets (EOY)
- $632,162
- Employer contributions
- $4,149,577
- Participant contributions
- $656,128
- Total income / additions
- $4,810,865
- Benefits paid
- $4,043,387
- Administrative expenses
- $1,350,487
- Total expenses
- $5,393,874
- Net increase / (decrease)
- -$583,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unimerica Insurance Company | NONE | $1,074,136 | not reported in the loaded dataset |
| L. R. Webber Associates | NONE | $44,756 | not reported in the loaded dataset |
| The Benecon Group Inc | NONE | $41,817 | not reported in the loaded dataset |
| Pbasc | NONE | $12,814 | not reported in the loaded dataset |
| Capital Blue Cross | NONE | $11,680 | not reported in the loaded dataset |