Harleysville Bank 401(K) Plan — Form 5500 plan (Harleysville Bank)
Plain-English plan 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, Harleysville Bank 401(K) Plan is a benefit plan reported by Harleysville Bank under EIN 23-0672875 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $22,430,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harleysville Bank
- EIN
- 23-0672875
- Plan number
- 002
- Plan type
- 2
- Location
- Harleysville, PA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $22,430,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240731102615NAL0012600947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,430,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,430,630
- Net assets (BOY)
- $20,425,515
Income & contributions
- Employer contributions
- $511,276
- Participant contributions
- $511,502
- Total contributions
- $1,047,722
- Total income / additions
- $3,295,905
Expenses & distributions
- Benefits paid
- $1,272,885
- Administrative expenses
- $17,905
- Total expenses
- $1,290,790
- Net increase / (decrease)
- $2,005,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valley Forge Investment Consultants | INVESTMENT ADVISORS | $17,905 | not reported in the loaded dataset | 2023 |
| Valley Forge Pension Management | TPA | $0 | not reported in the loaded dataset | 2023 |