401k Plan data: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN plan

NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan Name	NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN
Plan identification number	022

NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST NATIONAL BANK OF PA has sponsored the creation of one or more 401k plans.

Company Name: FIRST NATIONAL BANK OF PA

Employer identification number (EIN): 251255405

NAIC Classification: 561210
NAIC Description: Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
022 2017-01-01 CHARLES CASALNOVA
022 2016-01-01 CHARLES CASALNOVA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
022	2017-01-01	CHARLES CASALNOVA
022	2016-01-01	CHARLES CASALNOVA

Plan Statistics for NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN

Measure Date Value
2017: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 591
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 366
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 225
Total of all active and inactive participants 2016-01-01 591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 591
Number of participants with account balances 2016-01-01 541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2017: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	591
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	366
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	225
Total of all active and inactive participants	2016-01-01	591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	591
Number of participants with account balances	2016-01-01	541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN

Measure	Date	Value
2017 : NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,856,705
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$27,373,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$27,340,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$424,170
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$25,516,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,983
Total interest from all sources	2017-12-31	$40,163
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$44,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$44,043
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$286,611
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$745,973
Other income not declared elsewhere	2017-12-31	$-39,804
Administrative expenses (other) incurred	2017-12-31	$32,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-25,516,431
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$25,516,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,031,716
Interest on participant loans	2017-12-31	$6,286
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,990,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$74,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$74,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$33,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,365,671
Net investment gain or loss from common/collective trusts	2017-12-31	$22,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$3,651,636
Contributions received in cash from employer	2017-12-31	$137,559
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$22,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$27,340,153
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,557,582
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$8,331,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,321,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,412,279
Value of total assets at end of year	2016-12-31	$25,516,431
Value of total assets at beginning of year	2016-12-31	$28,290,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,278
Total interest from all sources	2016-12-31	$33,553
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$339,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$288,806
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,517,258
Participant contributions at end of year	2016-12-31	$745,973
Participant contributions at beginning of year	2016-12-31	$1,061,578
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$28,507
Other income not declared elsewhere	2016-12-31	$1,273,828
Administrative expenses (other) incurred	2016-12-31	$10,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-2,773,722
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$25,516,431
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,290,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,031,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$20,586,685
Interest on participant loans	2016-12-31	$33,553
Value of interest in common/collective trusts at end of year	2016-12-31	$1,990,091
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,848,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$74,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$340,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$340,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,498,299
Net investment gain or loss from common/collective trusts	2016-12-31	$501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$3,651,636
Assets. Invements in employer securities at beginning of year	2016-12-31	$4,416,115
Contributions received in cash from employer	2016-12-31	$866,514
Employer contributions (assets) at end of year	2016-12-31	$22,526
Employer contributions (assets) at beginning of year	2016-12-31	$36,350
Income. Dividends from common stock	2016-12-31	$50,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,321,026
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910

Form 5500 Responses for NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN

2017: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEWBRIDGE BANK EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST NATIONAL BANK OF PA
Employer identification number (EIN):	251255405
NAIC Classification:	561210
NAIC Description:	Facilities Support Services