Employee Real Estate Construction Trust Fund — Form 5500 plan (Ameriserv Trust & Financial Services Company)

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, Employee Real Estate Construction Trust Fund is a benefit plan reported by Ameriserv Trust & Financial Services Company under EIN 25-1689052 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $70,388,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ameriserv Trust & Financial Services Company
EIN
25-1689052
Plan number
001
Plan type
4
Location
Johnstown, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$70,388,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240430133036NAL0013541969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,388,723
Total liabilities (EOY)
$120,459
Net assets (EOY)
$70,268,264
Net assets (BOY)
$63,807,303

Income & contributions

Total contributions
$0
Total income / additions
$7,272,953

Expenses & distributions

Benefits paid
$0
Administrative expenses
$811,992
Total expenses
$811,992
Net increase / (decrease)
$6,460,961

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages