2023 Form 5500 filing — Univest Financial Corporation Retirement Plan
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 20240703080731NAL0012567314001) for Univest Financial Corporation Retirement Plan, reported by Univest Financial Corporation under EIN 23-1886144 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703080731NAL0012567314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Univest Financial Corporation
- EIN
- 23-1886144
- Plan number
- 001
- Location
- Souderton, PA
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,348,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,348,178
- Total income / additions
- $7,632,933
- Benefits paid
- $2,678,192
- Administrative expenses
- $5,366
- Total expenses
- $2,683,558
- Net increase / (decrease)
- $4,949,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Franklin Templeton Private Port Gp | NONE | $5,366 | $0 |