2023 Form 5500 filing — The Juniata Valley 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 20240819100341NAL0000754771001) for The Juniata Valley Bank 401(K) Plan, reported by The Juniata Valley Bank under EIN 23-0741266 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819100341NAL0000754771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Juniata Valley Bank
- EIN
- 23-0741266
- Plan number
- 002
- Location
- Mifflintown, PA
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,045,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,045,624
- Employer contributions
- $492,445
- Participant contributions
- $566,254
- Total income / additions
- $2,798,654
- Benefits paid
- $1,175,759
- Administrative expenses
- $2,280
- Total expenses
- $1,178,039
- Net increase / (decrease)
- $1,620,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 |
| Boston Trust Walden | NONE | $0 | $0 |