Jersey Shore State Bank Retirement Plan — Form 5500 plan (Jersey Shore State Bank)
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, Jersey Shore State Bank Retirement Plan is a benefit plan reported by Jersey Shore State Bank under EIN 24-0622580 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $23,328,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jersey Shore State Bank
- EIN
- 24-0622580
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsport, PA
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $23,328,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20240823071030NAL0006148161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,328,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,328,498
- Net assets (BOY)
- $20,895,155
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,469,570
Expenses & distributions
- Benefits paid
- $917,319
- Administrative expenses
- $118,908
- Total expenses
- $1,036,227
- Net increase / (decrease)
- $2,433,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust | NONE | $84,271 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $22,157 | not reported in the loaded dataset | 2023 |
| Artisan Partners Limited Partnershi | NONE | $0 | $0 | 2023 |
| Wilmington Funds Management Corpora | NONE | $0 | $0 | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Baillie Gifford Overseas Limited | NONE | $0 | $0 | 2023 |
| Columbia Mgmt Investment Advisers, | NONE | $0 | $0 | 2023 |
| Cullen Capital , LLC | NONE | $0 | $0 | 2023 |
| Wcm Investment | NONE | $0 | $0 | 2023 |
| American Beacon Advisors Inc | NONE | $0 | $0 | 2023 |
| Metropolitan West Asset LLC | NONE | $0 | $0 | 2023 |
| Virtus Fund Advisors, LLC | NONE | $0 | $0 | 2023 |
| New York Life Investment Management | NONE | $0 | $0 | 2023 |
| Amg Funds LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jersey Shore State Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Williamsport, PA
- Wilmington Trust — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Artisan Partners Limited Partnershi — Schedule C compensation
- Wilmington Funds Management Corpora — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Baillie Gifford Overseas Limited — Schedule C compensation
- Columbia Mgmt Investment Advisers, — Schedule C compensation
- Cullen Capital , LLC — Schedule C compensation
- Wcm Investment — Schedule C compensation
- American Beacon Advisors Inc — Schedule C compensation
- Metropolitan West Asset LLC — Schedule C compensation
- Virtus Fund Advisors, LLC — Schedule C compensation
- New York Life Investment Management — Schedule C compensation
- Amg Funds LLC — Schedule C compensation