Ameriserv Trust & Financial Services Company — 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, Ameriserv Trust & Financial Services Company (EIN 54-2080047) is a plan sponsor located in Johnstown, 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
54-2080047
Location
Johnstown, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,955,891
Total reported liabilities (EOY)
$6,887
Total reported net assets (EOY)
$46,949,004

Contributions & income

Total income / additions
$4,625,023

Expenses & distributions

Benefits paid / distributions
$0
Total expenses
$3,390
Net increase / (decrease)
$4,621,633

Coverage

Plans with financial statements
1
Plans with provider compensation
0

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

Ameriserv Trust & Financial Services Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pathroad Long Term Equity Growth001not reported in the loaded dataset$46,955,8912023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ameriserv Trust & Financial Services Company
YearPlanParticipantsSchedulesFiling
2023Pathroad Long Term Equity Growthnot reported in the loaded datasetH20240523093814NAL0008030096001

Related Form 5500 pages