Essa Bank & Trust Employee Stock Ownership Plan — Form 5500 plan (Essa Bank & Trust)
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, Essa Bank & Trust Employee Stock Ownership Plan is a benefit plan reported by Essa Bank & Trust under EIN 24-0568185 and plan number 003. The latest loaded filing year is 2023. The filing reports 269 participants and $22,331,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essa Bank & Trust
- EIN
- 24-0568185
- Plan number
- 003
- Plan type
- 2
- Location
- Stroudsburg, PA
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $22,331,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H | 20241015093751NAL0056821186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,331,064
- Total liabilities (EOY)
- $7,796,118
- Net assets (EOY)
- $14,534,946
- Net assets (BOY)
- $15,347,162
Income & contributions
- Employer contributions
- $572,204
- Total contributions
- $572,204
- Total income / additions
- $240,535
Expenses & distributions
- Benefits paid
- $441,875
- Administrative expenses
- $0
- Total expenses
- $1,052,751
- Net increase / (decrease)
- -$812,216
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.