2023 Form 5500 filing — Traditions Bank Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729122309NAL0018758161001) for Traditions Bank Retirement Plan, reported by Traditions Bank under EIN 03-0454928 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729122309NAL0018758161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traditions Bank
- EIN
- 03-0454928
- Plan number
- 001
- Location
- York, PA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,666,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,666,064
- Employer contributions
- $466,437
- Participant contributions
- $983,238
- Total income / additions
- $4,280,841
- Benefits paid
- $983,566
- Administrative expenses
- $47,233
- Total expenses
- $1,030,799
- Net increase / (decrease)
- $3,250,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,369 | $0 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISOR | $22,613 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $3,300 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,956 | not reported in the loaded dataset |
| Stambaugh Ness Pc | AUDITOR/OTHER | $449 | not reported in the loaded dataset |