The Northumberland National Bank 401(K) Plan — Form 5500 plan (The Northumberland 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 Northumberland National Bank 401(K) Plan is a benefit plan reported by The Northumberland National Bank under EIN 24-0677265 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $7,179,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Northumberland National Bank
- EIN
- 24-0677265
- Plan number
- 002
- Plan type
- 2
- Location
- Northumberland, PA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $7,179,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240930134920NAL0003283779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,179,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,179,175
- Net assets (BOY)
- $5,437,452
Income & contributions
- Employer contributions
- $295,725
- Participant contributions
- $634,518
- Total contributions
- $1,206,938
- Total income / additions
- $2,174,944
Expenses & distributions
- Benefits paid
- $433,221
- Administrative expenses
- $0
- Total expenses
- $433,221
- Net increase / (decrease)
- $1,741,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Northumberland National Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Northumberland, PA
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation