Home Fleetwood Bank Fleetwood Bank Employee Benefit Plan Fleetwood Bank Employee Benefit Plan — Form 5500 plan (Fleetwood 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, Fleetwood Bank Employee Benefit Plan is a benefit plan reported by Fleetwood Bank under EIN 23-0586213 and plan number 503. The latest loaded filing year is 2023. The filing reports 40 participants and $167,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Fleetwood Bank
EIN 23-0586213
Plan number 503
Plan type 2
Location Fleetwood, PA
Latest filing year 2023
Participants 40
End-of-year plan assets $167,300 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 40 I, C 20240510143412NAL0070000546001 2023 50 I, C 20250320155057NAL0006703649001
Reported financial statement (2023 · Schedule I) Net assets
Total assets (EOY) $209,886
Total liabilities (EOY) $511
Net assets (EOY) $209,375
Net assets (BOY) $70,331 Income & contributions
Employer contributions $659,243
Participant contributions $105,551
Total income / additions $764,958 Expenses & distributions
Benefits paid $346,665
Administrative expenses $49,160
Total expenses $625,914
Net increase / (decrease) $139,044 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Power Kunkle Group BROKER $19,080 not reported in the loaded dataset 2023 L. R. Weber BROKER $13,383 not reported in the loaded dataset 2023 Power Kunkle Group BROKER $13,140 not reported in the loaded dataset 2023 The Benecon Group BROKER $10,510 not reported in the loaded dataset 2023 L. R. Weber BROKER $7,464 not reported in the loaded dataset 2023 The Benecon Group BROKER $6,825 not reported in the loaded dataset 2023 Pbasc BROKER $3,583 not reported in the loaded dataset 2023 Capital Blue Cross ADMIN $3,180 not reported in the loaded dataset 2023 Pbasc BROKER $2,325 not reported in the loaded dataset 2023 Capital Blue Cross ADMIN $2,190 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources