2023 Form 5500 filing — Pennsylvania Bankers Association Employees' Thrift 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 20240911114829NAL0008444945001) for Pennsylvania Bankers Association Employees' Thrift Plan, reported by Pennsylvania Bankers Association under EIN 23-0954926 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,706,828
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240911114829NAL0008444945001
Plan sponsor
Pennsylvania Bankers Association
EIN
23-0954926
Plan number
002
Location
Harrisburg, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$962.7K
Total expenses$225.1K
Benefits paid / distributions$225K
Contributions
Employer$88.9K
Participant$204.2K
Full reported line items
Total assets (EOY)
$5,706,828
Total liabilities (EOY)
$0
Net assets (EOY)
$5,706,828
Employer contributions
$88,901
Participant contributions
$204,193
Total income / additions
$962,736
Benefits paid
$225,012
Administrative expenses
$75
Total expenses
$225,087
Net increase / (decrease)
$737,649

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911114829NAL0008444945001 cover?
It is the 2023 Form 5500 filing for Pennsylvania Bankers Association Employees' Thrift Plan, reported by Pennsylvania Bankers Association (EIN 23-0954926).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages