Employee Real Estate Construction Trust Co-Participation Fund — Form 5500 plan (Ameriserv Trust & Financial Services Company)

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, Employee Real Estate Construction Trust Co-Participation Fund is a benefit plan reported by Ameriserv Trust & Financial Services Company under EIN 25-1689052 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $76,907,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ameriserv Trust & Financial Services Company
EIN
25-1689052
Plan number
004
Plan type
4
Location
Johnstown, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$76,907,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240430133743NAL0028896992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,907,585
Total liabilities (EOY)
$138,705
Net assets (EOY)
$76,768,880
Net assets (BOY)
$80,195,461

Income & contributions

Total contributions
$0
Total income / additions
-$1,630,100

Expenses & distributions

Benefits paid
$0
Administrative expenses
$923,590
Total expenses
$923,590
Net increase / (decrease)
-$2,553,690

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages