2023 Form 5500 filing — Newtown Savings Bank Defined Benefit 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 20250624113743NAL0016621410001) for Newtown Savings Bank Defined Benefit Pension Plan, reported by Newtown Savings Bank under EIN 06-0472240 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624113743NAL0016621410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newtown Savings Bank
- EIN
- 06-0472240
- Plan number
- 001
- Location
- Newtown, CT
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,551,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,551,318
- Total income / additions
- $1,694,779
- Benefits paid
- $2,034,700
- Administrative expenses
- $85,788
- Total expenses
- $2,120,488
- Net increase / (decrease)
- -$425,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $45,220 | not reported in the loaded dataset |
| Usi Consulting Group, Inc | NONE | $20,800 | not reported in the loaded dataset |