Eastern National 403(B) Plan — Form 5500 plan (Eastern National)

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, Eastern National 403(B) Plan is a benefit plan reported by Eastern National under EIN 23-1401703 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $9,798,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eastern National
EIN
23-1401703
Plan number
002
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
517
End-of-year plan assets
$9,798,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20241015075913NAL0048431824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,798,483
Total liabilities (EOY)
$0
Net assets (EOY)
$9,798,483
Net assets (BOY)
$7,441,539

Income & contributions

Employer contributions
$447,808
Participant contributions
$710,046
Total contributions
$1,547,746
Total income / additions
$2,883,725

Expenses & distributions

Benefits paid
$513,141
Administrative expenses
$13,640
Total expenses
$526,781
Net increase / (decrease)
$2,356,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Administrative SvcsNONE$13,640$02023

Related Form 5500 pages