2023 Form 5500 filing — Mid Penn 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 20241011164205NAL0022358689001) for Mid Penn Bank Retirement Plan, reported by Mid Penn Bank under EIN 23-0880270 and plan number 001. It reports 755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164205NAL0022358689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid Penn Bank
- EIN
- 23-0880270
- Plan number
- 001
- Location
- Millersburg, PA
- Participants
- 755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,750,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,750,653
- Employer contributions
- $1,728,051
- Participant contributions
- $3,053,849
- Total income / additions
- $11,456,591
- Benefits paid
- $4,559,226
- Administrative expenses
- $50,539
- Total expenses
- $4,618,829
- Net increase / (decrease)
- $6,837,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pa Retirement Solutions, Inc. | THIRD-PARTY ADMIN | $0 | $20,036 |
| Morningstar Investment Mgmnt LLC | SERVICE PROVIDER | $7,511 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $6,698 |