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, Univest Financial Corporation Deferred Salary Savings Plan is a benefit plan reported by Univest Financial Corporation under EIN 23-1886144 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,143 participants and $109,454,489 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,454,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,454,489
- Net assets (BOY)
- $91,126,789
Income & contributions
- Employer contributions
- $2,195,067
- Participant contributions
- $7,177,607
- Total contributions
- $10,326,436
- Total income / additions
- $24,726,651
Expenses & distributions
- Benefits paid
- $6,205,569
- Administrative expenses
- $193,382
- Total expenses
- $6,398,951
- Net increase / (decrease)
- $18,327,700