2023 Form 5500 filing — Central Penn, Inc. Employee Stock Ownership 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 20241014125903NAL0053599762001) for Central Penn, Inc. Employee Stock Ownership Plan, reported by Central Penn, Inc. under EIN 23-1857027 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$3,029,261
Participants176
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014125903NAL0053599762001
Plan sponsor
Central Penn, Inc.
EIN
23-1857027
Plan number
001
Location
Summerdale, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.5M total assets
Net assets$3MLiabilities$2.5M
Money in vs. money out
Total income / additions-$225.8K
Total expenses$671.2K
Benefits paid / distributions$580.7K
Contributions
Employer$477.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,492,832
Total liabilities (EOY)
$2,463,571
Net assets (EOY)
$3,029,261
Employer contributions
$477,498
Total income / additions
-$225,825
Benefits paid
$580,705
Administrative expenses
$397
Total expenses
$671,180
Net increase / (decrease)
-$897,005

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014125903NAL0053599762001 cover?
It is the 2023 Form 5500 filing for Central Penn, Inc. Employee Stock Ownership Plan, reported by Central Penn, Inc. (EIN 23-1857027).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages