Ephrata National Bank Employee Benefit Plan — Form 5500 plan (The Ephrata National 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, Ephrata National Bank Employee Benefit Plan is a benefit plan reported by The Ephrata National Bank under EIN 23-0559393 and plan number 505. The latest loaded filing year is 2023. The filing reports 293 participants and $683,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ephrata National Bank
- EIN
- 23-0559393
- Plan number
- 505
- Plan type
- 2
- Location
- Ephrata, PA
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $683,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241009111744NAL0010559155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $683,918
- Total liabilities (EOY)
- $51,756
- Net assets (EOY)
- $632,162
- Net assets (BOY)
- $1,215,171
Income & contributions
- Employer contributions
- $4,149,577
- Participant contributions
- $656,128
- Total contributions
- $4,805,705
- Total income / additions
- $4,810,865
Expenses & distributions
- Benefits paid
- $4,043,387
- Administrative expenses
- $1,350,487
- Total expenses
- $5,393,874
- Net increase / (decrease)
- -$583,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unimerica Insurance Company | NONE | $1,074,136 | not reported in the loaded dataset | 2023 |
| L. R. Webber Associates | NONE | $44,756 | not reported in the loaded dataset | 2023 |
| The Benecon Group Inc | NONE | $41,817 | not reported in the loaded dataset | 2023 |
| Pbasc | NONE | $12,814 | not reported in the loaded dataset | 2023 |
| Capital Blue Cross | NONE | $11,680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Ephrata National Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ephrata, PA
- Unimerica Insurance Company — Schedule C compensation
- L. R. Webber Associates — Schedule C compensation
- The Benecon Group Inc — Schedule C compensation
- Pbasc — Schedule C compensation
- Capital Blue Cross — Schedule C compensation