2023 Form 5500 filing — Newtown Savings Bank Defined Benefit 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 20250624113743NAL0016621410001) for Newtown Savings Bank Defined Benefit Pension Plan, reported by Newtown Savings Bank under EIN 06-0472240 and plan number 001. It reports 155 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)$11.6MReported net assets$11,551,318
Participants155
Provider compensation$66K2 Schedule C row(s)$66,020
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250624113743NAL0016621410001
- Plan sponsor
- Newtown Savings Bank
- EIN
- 06-0472240
- Plan number
- 001
- Location
- Newtown, CT
- 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)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,551,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,551,318
- Total income / additions
- $1,694,779
- Benefits paid
- $2,034,700
- Administrative expenses
- $85,788
- Total expenses
- $2,120,488
- Net increase / (decrease)
- -$425,709
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $45,220 | not reported in the loaded dataset |
| Usi Consulting Group, Inc | NONE | $20,800 | not reported in the loaded dataset |