Plan5500

Essa Bank And Trust Pension Plan — Form 5500 plan (Essa Bank And Trust)

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, Essa Bank And Trust Pension Plan is a benefit plan reported by Essa Bank And Trust under EIN 24-0568185 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $19,423,887 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essa Bank And Trust
EIN
24-0568185
Plan number
001
Plan type
2
Location
Stroudsburg, PA
Latest filing year
2023
Participants
228
End-of-year plan assets
$19,423,887

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241015093047NAL0014315011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,423,887
Total liabilities (EOY)
$0
Net assets (EOY)
$19,423,887
Net assets (BOY)
$17,596,691

Income & contributions

Total contributions
$0
Total income / additions
$2,575,617

Expenses & distributions

Benefits paid
$676,166
Administrative expenses
$72,255
Total expenses
$748,421
Net increase / (decrease)
$1,827,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Bank Of New York MellonTRUSTEE$72,255$02023

Related Form 5500 pages