Search public Form 5500 filings

Plans

• planConcurrent Technologies Corporation Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $207.9Mreported assets (EOY)
  Sponsor: Concurrent Technologies CorporationEIN: 25-1556708Plan: 002Participants: 1,574Assets: $207,915,785Net assets: $207.9MAssets / participant: $132.1KLocation: Johnstown, PALatest: 2023
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• planEmployee Real Estate Construction Trust Fund Ii/EquityFinancial statement2023 filing
  $80.9Mreported assets (EOY)
  Sponsor: Ameriserv Trust & Financial Services CompanyEIN: 25-1689052Plan: 002Participants: not reported in the loaded datasetAssets: $80,872,149Net assets: $80.8MLocation: Johnstown, PALatest: 2023
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• planPathroad Balanced Growth & Income FundFinancial statement2023 filing
  $77Mreported assets (EOY)
  Sponsor: Ameriserv Trust & Financial Services CompanyEIN: 54-2080038Plan: 001Participants: not reported in the loaded datasetAssets: $77,002,363Net assets: $77MLocation: Johnstown, PALatest: 2023
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• planEmployee Real Estate Construction Trust Co-Participation FundFinancial statement2023 filing
  $76.9Mreported assets (EOY)
  Sponsor: Ameriserv Trust & Financial Services CompanyEIN: 25-1689052Plan: 004Participants: not reported in the loaded datasetAssets: $76,907,585Net assets: $76.8MLocation: Johnstown, PALatest: 2023
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• planEmployee Real Estate Construction Trust FundFinancial statement2023 filing
  $70.4Mreported assets (EOY)
  Sponsor: Ameriserv Trust & Financial Services CompanyEIN: 25-1689052Plan: 001Participants: not reported in the loaded datasetAssets: $70,388,723Net assets: $70.3MLocation: Johnstown, PALatest: 2023
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• planPathroad Capital Appreciation & Income FundFinancial statement2023 filing
  $60.4Mreported assets (EOY)
  Sponsor: Ameriserv Trust & Financial Services CompanyEIN: 54-2080043Plan: 001Participants: not reported in the loaded datasetAssets: $60,391,909Net assets: $60.4MLocation: Johnstown, PALatest: 2023
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• planAmeriserv Financial Pension PlanFinancial statementProvider compensation2023 filing
  $59.3Mreported assets (EOY)
  Sponsor: Ameriserv FinancialEIN: 25-0851535Plan: 001Participants: 244Assets: $59,333,614Net assets: $59.3MAssets / participant: $243.2KLocation: Johnstown, PALatest: 2023
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• planH.F. Lenz Company 401(K) And Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $52.3Mreported assets (EOY)
  Sponsor: H.F. Lenz CompanyEIN: 25-1007465Plan: 002Participants: 227Assets: $52,258,217Net assets: $52.3MAssets / participant: $230.2KLocation: Johnstown, PALatest: 2023
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