Plan Name | NORTHUMBERLAND NATIONAL BANK EMPLOYEE BENEFIT PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | THE NORTHUMBERLAND NATIONAL BANK |
Employer identification number (EIN): | 240677265 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about THE NORTHUMBERLAND NATIONAL BANK
Jurisdiction of Incorporation: | COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE |
Incorporation Date: | |
Company Identification Number: | 255790 |
More information about THE NORTHUMBERLAND NATIONAL BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
501 | 2023-01-01 | STEPHANIE KAHLEY | 2024-06-11 | ||
501 | 2022-01-01 | STEPHANIE KAHLEY | 2023-07-25 | ||
501 | 2021-01-01 | STEPHANIE KAHLEY | 2022-06-21 | ||
501 | 2020-01-01 |
Measure | Date | Value |
---|---|---|
2020: NORTHUMBERLAND NATIONAL BANK EMPLOYEE BENEFIT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 93 |
Measure | Date | Value |
---|---|---|
2020 : NORTHUMBERLAND NATIONAL BANK EMPLOYEE BENEFIT PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $41,011 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,565,956 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,423,210 |
Benefits paid (including direct rollovers) | 2020-12-31 | $823,201 |
Total plan assets at end of year | 2020-12-31 | $183,757 |
Total plan assets at beginning of year | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $110,512 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $502,308 |
Other income received | 2020-12-31 | $1,238 |
Net income (gross income less expenses) | 2020-12-31 | $142,746 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $142,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $1,454,206 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $97,701 |
2020: NORTHUMBERLAND NATIONAL BANK EMPLOYEE BENEFIT PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | First time form 5500 has been submitted | Yes |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GLTD0270G | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GLUG0270G | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 00505262 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|