2023 Form 5500 filing — Essa Bank & Trust Employee Stock Ownership 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 20241015093751NAL0056821186001) for Essa Bank & Trust Employee Stock Ownership Plan, reported by Essa Bank & Trust under EIN 24-0568185 and plan number 003. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015093751NAL0056821186001
Filing year
2023
Form type
2
Plan sponsor
Essa Bank & Trust
EIN
24-0568185
Plan number
003
Location
Stroudsburg, PA
Participants
269
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$22,331,064
Total liabilities (EOY)
$7,796,118
Net assets (EOY)
$14,534,946
Employer contributions
$572,204
Total income / additions
$240,535
Benefits paid
$441,875
Administrative expenses
$0
Total expenses
$1,052,751
Net increase / (decrease)
-$812,216
Schedule source
Schedule H

Related Form 5500 pages