2023 Form 5500 filing — Harleysville Bank 401(K) 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 20240731102615NAL0012600947001) for Harleysville Bank 401(K) Plan, reported by Harleysville Bank under EIN 23-0672875 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731102615NAL0012600947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harleysville Bank
- EIN
- 23-0672875
- Plan number
- 002
- Location
- Harleysville, PA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,430,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,430,630
- Employer contributions
- $511,276
- Participant contributions
- $511,502
- Total income / additions
- $3,295,905
- Benefits paid
- $1,272,885
- Administrative expenses
- $17,905
- Total expenses
- $1,290,790
- Net increase / (decrease)
- $2,005,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consultants | INVESTMENT ADVISORS | $17,905 | not reported in the loaded dataset |
| Valley Forge Pension Management | TPA | $0 | not reported in the loaded dataset |