Pennian Bank 401(K) Plan — Form 5500 plan (Pennian Bank)
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, Pennian Bank 401(K) Plan is a benefit plan reported by Pennian Bank under EIN 23-0873877 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $10,056,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennian Bank
- EIN
- 23-0873877
- Plan number
- 001
- Plan type
- 2
- Location
- Mifflintown, PA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $10,056,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015110418NAL0028144881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,056,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,056,044
- Net assets (BOY)
- $8,303,347
Income & contributions
- Employer contributions
- $260,054
- Participant contributions
- $613,409
- Total contributions
- $915,190
- Total income / additions
- $2,224,698
Expenses & distributions
- Benefits paid
- $449,208
- Administrative expenses
- $22,793
- Total expenses
- $472,001
- Net increase / (decrease)
- $1,752,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grove Point Investments LLC | ADVISOR | $16,419 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,374 | not reported in the loaded dataset | 2023 |