Jersey Shore State Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jersey Shore State Bank (EIN 24-0622580) is a plan sponsor located in Williamsport, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
24-0622580
Location
Williamsport, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,328,498
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,328,498

Contributions & income

Total income / additions
$3,469,570

Expenses & distributions

Benefits paid / distributions
$917,319
Total expenses
$1,036,227
Net increase / (decrease)
$2,433,343

Coverage

Total reported participants
130
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jersey Shore State Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Jersey Shore State Bank Retirement Plan001130$23,328,4982023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jersey Shore State Bank
YearPlanParticipantsSchedulesFiling
2023Jersey Shore State Bank Retirement Plan130H, C20240823071030NAL0006148161001

Related Form 5500 pages