2023 Form 5500 filing — Essa Bank And Trust 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 20241015093047NAL0014315011001) for Essa Bank And Trust Pension Plan, reported by Essa Bank And Trust under EIN 24-0568185 and plan number 001. It reports 228 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)$19.4MReported net assets$19,423,887
Participants228
Provider compensation$72.3K1 Schedule C row(s)$72,255
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015093047NAL0014315011001
- Plan sponsor
- Essa Bank And Trust
- EIN
- 24-0568185
- Plan number
- 001
- Location
- Stroudsburg, 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)$19.4M total assets
Net assets$19.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,423,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,423,887
- Total income / additions
- $2,575,617
- Benefits paid
- $676,166
- Administrative expenses
- $72,255
- Total expenses
- $748,421
- Net increase / (decrease)
- $1,827,196
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $72,255 | $0 |