Northumberland National Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Northumberland National Bank (EIN 24-0677265) is a plan sponsor located in Northumberland, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
24-0677265
Location
Northumberland, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,179,175
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,179,175

Contributions & income

Employer contributions
$295,725
Participant contributions
$634,518
Total income / additions
$2,174,944

Expenses & distributions

Benefits paid / distributions
$433,221
Total expenses
$433,221
Net increase / (decrease)
$1,741,723

Coverage

Total reported participants
302
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Northumberland National Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Northumberland National Bank 401(K) Plan002140$7,179,1752023
Northumberland National Bank Group Insurance Plan502162not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Northumberland National Bank
YearPlanParticipantsSchedulesFiling
2023Northumberland National Bank Group Insurance Plan16220240611115325NAL0015132387001
2023The Northumberland National Bank 401(K) Plan140H, C20240930134920NAL0003283779001

Related Form 5500 pages