Huntingdon Valley Bank Employee Stock Ownership Plan — 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 Employee Stock Ownership Plan is a benefit plan reported by Huntingdon Valley Bank under EIN 23-0718025 and plan number 003. The latest loaded filing year is 2023. The filing reports 124 participants and $3,153,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huntingdon Valley Bank
- EIN
- 23-0718025
- Plan number
- 003
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $3,153,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241205122042NAL0005008609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,153,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,153,181
- Net assets (BOY)
- $2,947,570
Income & contributions
- Employer contributions
- $92,704
- Total contributions
- $92,704
- Total income / additions
- $304,540
Expenses & distributions
- Benefits paid
- $12,874
- Administrative expenses
- $190
- Total expenses
- $98,929
- Net increase / (decrease)
- $205,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra | RECORDKEEPER | $190 | not reported in the loaded dataset | 2023 |