Ameriserv Financial 401k Profit Sharing — Form 5500 plan (Ameriserv Financial)
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, Ameriserv Financial 401k Profit Sharing is a benefit plan reported by Ameriserv Financial under EIN 25-0851535 and plan number 002. The latest loaded filing year is 2023. The filing reports 456 participants and $40,780,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameriserv Financial
- EIN
- 25-0851535
- Plan number
- 002
- Plan type
- 2
- Location
- Johnstown, PA
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $40,780,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H | 20240625131105NAL0004629875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,780,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,780,609
- Net assets (BOY)
- $35,990,880
Income & contributions
- Employer contributions
- $899,774
- Participant contributions
- $1,501,100
- Total contributions
- $2,760,654
- Total income / additions
- $7,599,797
Expenses & distributions
- Benefits paid
- $2,794,677
- Administrative expenses
- $15,391
- Total expenses
- $2,810,068
- Net increase / (decrease)
- $4,789,729
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.