2023 Form 5500 filing — Penn Security Bank And Trust Company Employees' Pension 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 20241010133207NAL0020148913001) for Penn Security Bank And Trust Company Employees' Pension Plan, reported by Peoples Security Bank & Trust Company under EIN 24-0603570 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.6MReported net assets$17,608,731
Participants229
Provider compensation$36.8K2 Schedule C row(s)$36,794
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010133207NAL0020148913001
- Plan sponsor
- Peoples Security Bank & Trust Company
- EIN
- 24-0603570
- Plan number
- 001
- Location
- Scranton, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.6M total assets
Net assets$17.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,608,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,608,731
- Total income / additions
- $2,455,491
- Benefits paid
- $909,820
- Administrative expenses
- $42,820
- Total expenses
- $952,640
- Net increase / (decrease)
- $1,502,851
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Peoples Security Bank & Trust Compa | SELF | $36,794 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $0 | $0 |