Mid Penn Bank Retirement Plan — Form 5500 plan (Mid Penn 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, Mid Penn Bank Retirement Plan is a benefit plan reported by Mid Penn Bank under EIN 23-0880270 and plan number 001. The latest loaded filing year is 2023. The filing reports 755 participants and $44,750,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid Penn Bank
- EIN
- 23-0880270
- Plan number
- 001
- Plan type
- 2
- Location
- Millersburg, PA
- Latest filing year
- 2023
- Participants
- 755
- End-of-year plan assets
- $44,750,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 755 | H, C | 20241011164205NAL0022358689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,750,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,750,653
- Net assets (BOY)
- $37,912,891
Income & contributions
- Employer contributions
- $1,728,051
- Participant contributions
- $3,053,849
- Total contributions
- $5,064,934
- Total income / additions
- $11,456,591
Expenses & distributions
- Benefits paid
- $4,559,226
- Administrative expenses
- $50,539
- Total expenses
- $4,618,829
- Net increase / (decrease)
- $6,837,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pa Retirement Solutions, Inc. | THIRD-PARTY ADMIN | $0 | $20,036 | 2023 |
| Morningstar Investment Mgmnt LLC | SERVICE PROVIDER | $7,511 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $6,698 | 2023 |