Plan5500

Malvern Bank National Association Group Health Benefit Plan — Form 5500 plan (Malvern Bank, National Association)

Plain-English plan 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, Malvern Bank National Association Group Health Benefit Plan is a benefit plan reported by Malvern Bank, National Association under EIN 23-0835060 and plan number 501. The latest loaded filing year is 2023. The filing reports 53 participants and $49,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Malvern Bank, National Association
EIN
23-0835060
Plan number
501
Plan type
2
Location
Paoli, PA
Latest filing year
2023
Participants
53
End-of-year plan assets
$49,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202353I, C20241115110856NAL0000928705001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$49,794
Total liabilities (EOY)
$2,515
Net assets (EOY)
$47,279
Net assets (BOY)
$32,934

Income & contributions

Employer contributions
-$228
Participant contributions
$0
Total income / additions
$179

Expenses & distributions

Benefits paid
-$14,310
Administrative expenses
$0
Total expenses
-$14,166
Net increase / (decrease)
$14,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PbascADMIN-$6not reported in the loaded dataset2023
L. R. Webber Associates, Inc.BROKER-$18not reported in the loaded dataset2023
The Benecon GroupBROKER-$57not reported in the loaded dataset2023

Related Form 5500 pages