Ameriserv Financial Pension Plan — Form 5500 plan (Ameriserv Financial)
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, Ameriserv Financial Pension Plan is a benefit plan reported by Ameriserv Financial under EIN 25-0851535 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $59,333,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameriserv Financial
- EIN
- 25-0851535
- Plan number
- 001
- Plan type
- 2
- Location
- Johnstown, PA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $59,333,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241011104433NAL0022598913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,333,614
- Total liabilities (EOY)
- $2,167
- Net assets (EOY)
- $59,331,447
- Net assets (BOY)
- $56,237,908
Income & contributions
- Total contributions
- $2,824
- Total income / additions
- $6,187,364
Expenses & distributions
- Benefits paid
- $3,001,144
- Administrative expenses
- $92,681
- Total expenses
- $3,093,825
- Net increase / (decrease)
- $3,093,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conduent Hr Consultanting LLC | ACTUARIAL | $58,757 | not reported in the loaded dataset | 2023 |
| Wessel & Company | EXTERNAL AUDIT | $10,500 | not reported in the loaded dataset | 2023 |