Plan5500

Newtown Savings Bank Defined Benefit Pension Plan — Form 5500 plan (Newtown Savings Bank)

Plain-English plan 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, Newtown Savings Bank Defined Benefit Pension Plan is a benefit plan reported by Newtown Savings Bank under EIN 06-0472240 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $11,551,318 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newtown Savings Bank
EIN
06-0472240
Plan number
001
Plan type
2
Location
Newtown, CT
Latest filing year
2023
Participants
155
End-of-year plan assets
$11,551,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20250624113743NAL0016621410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,551,318
Total liabilities (EOY)
$0
Net assets (EOY)
$11,551,318
Net assets (BOY)
$11,977,027

Income & contributions

Total contributions
$0
Total income / additions
$1,694,779

Expenses & distributions

Benefits paid
$2,034,700
Administrative expenses
$85,788
Total expenses
$2,120,488
Net increase / (decrease)
-$425,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of AmericaNONE$45,220not reported in the loaded dataset2023
Usi Consulting Group, IncNONE$20,800not reported in the loaded dataset2023

Related Form 5500 pages