Plan5500

Huntingdon Valley Bank 401 K Profit Sharing Plan And Trust — Form 5500 plan (Huntingdon Valley 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, Huntingdon Valley Bank 401 K Profit Sharing Plan And Trust is a benefit plan reported by Huntingdon Valley Bank under EIN 23-0718025 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants157Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$31.9K1 Schedule C provider row(s)$31,853
Plan sponsor
Huntingdon Valley Bank
EIN
23-0718025
Plan number
002
Plan type
2
Location
Doylestown, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    157 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$878.4K
Total expenses$7.4M
Benefits paid / distributions$7.3M
Contributions
Employer$58.5K
Participant$371.8K
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,561,204

Income & contributions

Employer contributions
$58,544
Participant contributions
$371,784
Total contributions
$505,044
Total income / additions
$878,365

Expenses & distributions

Benefits paid
$7,322,288
Administrative expenses
$31,853
Total expenses
$7,439,569
Net increase / (decrease)
-$6,561,204
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Benefits paid ÷ total income834%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Pentegra Services, Inc.$31.9K
    RECORDKEEPER · Direct $31.9K

Related Form 5500 pages