Pathroad Long Term Equity Growth — 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, Pathroad Long Term Equity Growth is a benefit plan reported by Ameriserv Trust & Financial Services Company under EIN 54-2080047 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $46,955,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameriserv Trust & Financial Services Company
- EIN
- 54-2080047
- 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
- $46,955,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240523093814NAL0008030096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,955,891
- Total liabilities (EOY)
- $6,887
- Net assets (EOY)
- $46,949,004
- Net assets (BOY)
- $42,327,371
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,625,023
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,390
- Total expenses
- $3,390
- Net increase / (decrease)
- $4,621,633
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.