The Juniata Valley Bank 401(K) Plan — Form 5500 plan (The Juniata 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, The Juniata Valley Bank 401(K) Plan is a benefit plan reported by The Juniata Valley Bank under EIN 23-0741266 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $13,045,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Juniata Valley Bank
- EIN
- 23-0741266
- Plan number
- 002
- Plan type
- 2
- Location
- Mifflintown, PA
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $13,045,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240819100341NAL0000754771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,045,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,045,624
- Net assets (BOY)
- $11,425,009
Income & contributions
- Employer contributions
- $492,445
- Participant contributions
- $566,254
- Total contributions
- $1,058,699
- Total income / additions
- $2,798,654
Expenses & distributions
- Benefits paid
- $1,175,759
- Administrative expenses
- $2,280
- Total expenses
- $1,178,039
- Net increase / (decrease)
- $1,620,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
| Boston Trust Walden | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Juniata Valley Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mifflintown, PA
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation
- Boston Trust Walden — Schedule C compensation