2023 Form 5500 filing — Employee Real Estate Construction Trust Fund Ii/Equity

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240430133440NAL0013554529001) for Employee Real Estate Construction Trust Fund Ii/Equity, reported by Ameriserv Trust & Financial Services Company under EIN 25-1689052 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240430133440NAL0013554529001
Filing year
2023
Form type
4
Plan sponsor
Ameriserv Trust & Financial Services Company
EIN
25-1689052
Plan number
002
Location
Johnstown, PA
Participants
not reported in the loaded dataset
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$80,872,149
Total liabilities (EOY)
$78,124
Net assets (EOY)
$80,794,025
Total income / additions
-$7,301,534
Benefits paid
$0
Administrative expenses
$1,290,437
Total expenses
$1,290,437
Net increase / (decrease)
-$8,591,971
Schedule source
Schedule H

Related Form 5500 pages