The First National Bank And Trust Company Of Newtown Pension Plan — Form 5500 plan (The First National Bank And Trust Company Of Newtown)
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, The First National Bank And Trust Company Of Newtown Pension Plan is a benefit plan reported by The First National Bank And Trust Company Of Newtown under EIN 23-0916895 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $47,341,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The First National Bank And Trust Company Of Newtown
- EIN
- 23-0916895
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $47,341,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H | 20241231140617NAL0010870659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,341,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,341,648
- Net assets (BOY)
- $40,828,279
Income & contributions
- Employer contributions
- $1,500,000
- Total contributions
- $1,500,000
- Total income / additions
- $8,000,608
Expenses & distributions
- Benefits paid
- $1,487,239
- Administrative expenses
- $0
- Total expenses
- $1,487,239
- Net increase / (decrease)
- $6,513,369
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.