2023 Form 5500 filing — First National Bank Of Newtown Savings/Incentive 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 20241011145204NAL0037271952001) for First National Bank Of Newtown Savings/Incentive Plan, reported by The First National Bank & Trust Company Of Newtown under EIN 23-0916895 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145204NAL0037271952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The First National Bank & Trust Company Of Newtown
- EIN
- 23-0916895
- Plan number
- 002
- Location
- Newtown, PA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,527,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,527,857
- Employer contributions
- $265,744
- Participant contributions
- $673,259
- Total income / additions
- $7,288,696
- Benefits paid
- $348,816
- Administrative expenses
- $0
- Total expenses
- $348,816
- Net increase / (decrease)
- $6,939,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Fund Advisors | NONE | $0 | $0 |
| Van Eck Associates Corporation | NONE | $0 | $0 |
| Invesco Capital Management LLC | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |