Plan Snapshot
- Plan Sponsor: The First National Bank & Trust Company Of Newtown
- Sponsor EIN: 230916895
- Sponsor Address: 40 SOUTH STATE STREET, NEWTOWN, PA, 18940
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 166
- Total Assets: $51.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 166 | $51.1M | $0 | $0 |
| 2024 | 123 | $45.2M | $284,196 | $723,472 |
| 2023 | 125 | $39.5M | $265,744 | $673,259 |
| 2022 | 117 | $32.6M | $245,402 | $660,778 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| S.R. SNODGRASS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,790,719 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |