2023 Form 5500 filing — Essa Bank And Trust Pension 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 20241015093047NAL0014315011001) for Essa Bank And Trust Pension Plan, reported by Essa Bank And Trust under EIN 24-0568185 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093047NAL0014315011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essa Bank And Trust
- EIN
- 24-0568185
- Plan number
- 001
- Location
- Stroudsburg, PA
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,423,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,423,887
- Total income / additions
- $2,575,617
- Benefits paid
- $676,166
- Administrative expenses
- $72,255
- Total expenses
- $748,421
- Net increase / (decrease)
- $1,827,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $72,255 | $0 |