Plan5500

Univest Financial Corporation Retirement Plan — Form 5500 plan (Univest Financial Corporation)

Plain-English plan 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, Univest Financial Corporation Retirement Plan is a benefit plan reported by Univest Financial Corporation under EIN 23-1886144 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $54,348,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Univest Financial Corporation
EIN
23-1886144
Plan number
001
Plan type
2
Location
Souderton, PA
Latest filing year
2023
Participants
432
End-of-year plan assets
$54,348,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023432H, C20240703080731NAL0012567314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,348,178
Total liabilities (EOY)
$0
Net assets (EOY)
$54,348,178
Net assets (BOY)
$49,398,803

Income & contributions

Total contributions
$0
Total income / additions
$7,632,933

Expenses & distributions

Benefits paid
$2,678,192
Administrative expenses
$5,366
Total expenses
$2,683,558
Net increase / (decrease)
$4,949,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Franklin Templeton Private Port GpNONE$5,366$02023

Related Form 5500 pages