The Neffs National Bank Employee Benefit Plan — Form 5500 plan (The Neffs National 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, The Neffs National Bank Employee Benefit Plan is a benefit plan reported by The Neffs National Bank under EIN 23-0910300 and plan number 526. The latest loaded filing year is 2023. The filing reports 43 participants and $193,311 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$145.9KPlan net assets, end of year$145,889
Participants43Covered participants reported
Assets / participant$4.5KComputed: assets ÷ participants$4,496 (computed)
Provider compensationNone reported
Plan sponsor
The Neffs National Bank
EIN
23-0910300
Plan number
526
Plan type
2
Location
Neffs, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    43 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$193.3K total assets
Net assets$145.9KLiabilities$47.4K
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.1M
Benefits paid / distributions$603K
Contributions
Employer$1M
Participant$33.9K
Full reported line items

Net assets

Total assets (EOY)
$193,311
Total liabilities (EOY)
$47,422
Net assets (EOY)
$145,889
Net assets (BOY)
$123,463

Income & contributions

Employer contributions
$1,047,616
Participant contributions
$33,871
Total income / additions
$1,082,905

Expenses & distributions

Benefits paid
$603,009
Administrative expenses
$36,306
Total expenses
$1,060,479
Net increase / (decrease)
$22,426
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 97%Participant 3%
Total expenses ÷ net assets727%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the The Neffs National Bank Employee Benefit Plan?
The Neffs National Bank Employee Benefit Plan is reported as sponsored by The Neffs National Bank (EIN 23-0910300, plan number 526) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Neffs National Bank Employee Benefit Plan?
The latest Form 5500 filing year loaded for The Neffs National Bank Employee Benefit Plan is 2023.
How many participants does The Neffs National Bank Employee Benefit Plan report?
The Neffs National Bank Employee Benefit Plan reports 43 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Neffs National Bank Employee Benefit Plan?
The Neffs National Bank Employee Benefit Plan reports $193,311 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages