First National Bank Of Newtown Savings/Incentive Plan — Form 5500 plan (The First National Bank & Trust Company Of Newtown)
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, First National Bank Of Newtown Savings/Incentive Plan is a benefit plan reported by The First National Bank & Trust Company Of Newtown under EIN 23-0916895 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $39,527,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The First National Bank & Trust Company Of Newtown
- EIN
- 23-0916895
- Plan number
- 002
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $39,527,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241011145204NAL0037271952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,527,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,527,857
- Net assets (BOY)
- $32,587,977
Income & contributions
- Employer contributions
- $265,744
- Participant contributions
- $673,259
- Total contributions
- $944,863
- Total income / additions
- $7,288,696
Expenses & distributions
- Benefits paid
- $348,816
- Administrative expenses
- $0
- Total expenses
- $348,816
- Net increase / (decrease)
- $6,939,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Van Eck Associates Corporation | NONE | $0 | $0 | 2023 |
| Invesco Capital Management LLC | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The First National Bank & Trust Company Of Newtown
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown, PA
- Blackrock Fund Advisors — Schedule C compensation
- Van Eck Associates Corporation — Schedule C compensation
- Invesco Capital Management LLC — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation