2023 Form 5500 filing — Ameriserv Financial Pension 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 20241011104433NAL0022598913001) for Ameriserv Financial Pension Plan, reported by Ameriserv Financial under EIN 25-0851535 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104433NAL0022598913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ameriserv Financial
- EIN
- 25-0851535
- Plan number
- 001
- Location
- Johnstown, PA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,333,614
- Total liabilities (EOY)
- $2,167
- Net assets (EOY)
- $59,331,447
- Total income / additions
- $6,187,364
- Benefits paid
- $3,001,144
- Administrative expenses
- $92,681
- Total expenses
- $3,093,825
- Net increase / (decrease)
- $3,093,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conduent Hr Consultanting LLC | ACTUARIAL | $58,757 | not reported in the loaded dataset |
| Wessel & Company | EXTERNAL AUDIT | $10,500 | not reported in the loaded dataset |