Essa Bank & Trust 401(K) Plan — Form 5500 plan (Essa Bank & 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 & Trust 401(K) Plan is a benefit plan reported by Essa Bank & Trust under EIN 24-0568185 and plan number 002. The latest loaded filing year is 2023. The filing reports 290 participants and $21,092,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essa Bank & Trust
- EIN
- 24-0568185
- Plan number
- 002
- Plan type
- 2
- Location
- Stroudsburg, PA
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $21,092,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20240710095832NAL0014712481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,092,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,092,250
- Net assets (BOY)
- $20,241,267
Income & contributions
- Employer contributions
- $521,351
- Participant contributions
- $1,112,953
- Total contributions
- $2,079,972
- Total income / additions
- $4,330,795
Expenses & distributions
- Benefits paid
- $3,408,053
- Administrative expenses
- $71,759
- Total expenses
- $3,479,812
- Net increase / (decrease)
- $850,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $34,914 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Mid-Atlantic Pension Specialists In | CONTRACT ADMIN | $11,168 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,722 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essa Bank & Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Stroudsburg, PA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Mid-Atlantic Pension Specialists In — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation