2023 Form 5500 filing — Jersey Shore State Bank Retirement 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 20240823071030NAL0006148161001) for Jersey Shore State Bank Retirement Plan, reported by Jersey Shore State Bank under EIN 24-0622580 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823071030NAL0006148161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jersey Shore State Bank
- EIN
- 24-0622580
- Plan number
- 001
- Location
- Williamsport, PA
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,328,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,328,498
- Total income / additions
- $3,469,570
- Benefits paid
- $917,319
- Administrative expenses
- $118,908
- Total expenses
- $1,036,227
- Net increase / (decrease)
- $2,433,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust | NONE | $84,271 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $22,157 | not reported in the loaded dataset |
| Artisan Partners Limited Partnershi | NONE | $0 | $0 |
| Wilmington Funds Management Corpora | NONE | $0 | $0 |
| Blackrock Fund Advisors | NONE | $0 | $0 |
| Baillie Gifford Overseas Limited | NONE | $0 | $0 |
| Columbia Mgmt Investment Advisers, | NONE | $0 | $0 |
| Cullen Capital , LLC | NONE | $0 | $0 |
| Wcm Investment | NONE | $0 | $0 |
| American Beacon Advisors Inc | NONE | $0 | $0 |
| Metropolitan West Asset LLC | NONE | $0 | $0 |
| Virtus Fund Advisors, LLC | NONE | $0 | $0 |
| New York Life Investment Management | NONE | $0 | $0 |
| Amg Funds LLC | NONE | $0 | $0 |