2023 Form 5500 filing — Univest Financial Corporation Deferred Salary Savings 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 20240627104705NAL0014200096001) for Univest Financial Corporation Deferred Salary Savings Plan, reported by Univest Financial Corporation under EIN 23-1886144 and plan number 002. It reports 1,143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627104705NAL0014200096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Univest Financial Corporation
- EIN
- 23-1886144
- Plan number
- 002
- Location
- Souderton, PA
- Participants
- 1,143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,454,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,454,489
- Employer contributions
- $2,195,067
- Participant contributions
- $7,177,607
- Total income / additions
- $24,726,651
- Benefits paid
- $6,205,569
- Administrative expenses
- $193,382
- Total expenses
- $6,398,951
- Net increase / (decrease)
- $18,327,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY PLAN SPONSOR | $192,526 | $0 |