401k Plan data: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE plan

NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 401k Plan overview

Plan Name	NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE
Plan identification number	001

NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE Benefits

No plan benefit data available

401k Sponsoring company profile

NATIONAL PENN INVESTORS TRUST CO has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL PENN INVESTORS TRUST CO

Employer identification number (EIN): 232785828

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 2018-04-02
001 2016-01-01 2017-07-18
001 2015-01-01 2016-04-20
001 2014-01-01 2015-06-02
001 2013-01-01 2014-07-22
001 2012-01-01 2013-06-14
001 2011-01-01 2012-06-08
001 2009-01-01 2010-06-17

Plan id#	Filing Submission Date	Date Administrator Signed
001	2017-01-01	2018-04-02
001	2016-01-01	2017-07-18
001	2015-01-01	2016-04-20
001	2014-01-01	2015-06-02
001	2013-01-01	2014-07-22
001	2012-01-01	2013-06-14
001	2011-01-01	2012-06-08
001	2009-01-01	2010-06-17

Plan Statistics for NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE

401k plan membership statisitcs for NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE

Measure Date Value
2017: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
2016: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
2015: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
2014: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0

Measure	Date	Value
2017: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
2016: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
2015: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
2014: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0

Financial Data on NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE

Measure	Date	Value
2017 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-2,267,275
Total unrealized appreciation/depreciation of assets	2017-12-31	$-2,267,275
Total transfer of assets to this plan	2017-12-31	$793,975
Total transfer of assets from this plan	2017-12-31	$31,413,856
Total income from all sources (including contributions)	2017-12-31	$1,572,839
Total loss/gain on sale of assets	2017-12-31	$3,372,625
Total of all expenses incurred	2017-12-31	$16,689
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$29,063,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,689
Total interest from all sources	2017-12-31	$291,074
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$176,415
Administrative expenses professional fees incurred	2017-12-31	$16,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$82,044
Total non interest bearing cash at beginning of year	2017-12-31	$15,375
Value of net income/loss	2017-12-31	$1,556,150
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,063,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,902,111
Income. Interest from US Government securities	2017-12-31	$178,206
Income. Interest from corporate debt instruments	2017-12-31	$110,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$474,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$474,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,679
Asset value of US Government securities at beginning of year	2017-12-31	$9,088,061
Income. Dividends from common stock	2017-12-31	$176,415
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$4,554,771
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$11,947,238
Aggregate proceeds on sale of assets	2017-12-31	$34,529,279
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$31,156,654
2016 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$464,142
Total unrealized appreciation/depreciation of assets	2016-12-31	$464,142
Total transfer of assets to this plan	2016-12-31	$6,070,508
Total transfer of assets from this plan	2016-12-31	$1,262,407
Total income from all sources (including contributions)	2016-12-31	$1,686,007
Total loss/gain on sale of assets	2016-12-31	$448,191
Total of all expenses incurred	2016-12-31	$21,419
Value of total assets at end of year	2016-12-31	$29,063,731
Value of total assets at beginning of year	2016-12-31	$22,591,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,419
Total interest from all sources	2016-12-31	$423,861
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$349,813
Administrative expenses professional fees incurred	2016-12-31	$21,419
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$82,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$81,391
Total non interest bearing cash at end of year	2016-12-31	$15,375
Total non interest bearing cash at beginning of year	2016-12-31	$145
Value of net income/loss	2016-12-31	$1,664,588
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,063,731
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,591,042
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,902,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,704,359
Income. Interest from US Government securities	2016-12-31	$250,031
Income. Interest from corporate debt instruments	2016-12-31	$164,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$474,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,112,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,112,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$9,801
Asset value of US Government securities at end of year	2016-12-31	$9,088,061
Asset value of US Government securities at beginning of year	2016-12-31	$8,914,733
Income. Dividends from common stock	2016-12-31	$349,813
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$4,554,771
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$3,994,978
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$11,947,238
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$5,783,120
Aggregate proceeds on sale of assets	2016-12-31	$8,456,164
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$8,007,973
2015 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-874,793
Total unrealized appreciation/depreciation of assets	2015-12-31	$-874,793
Total transfer of assets to this plan	2015-12-31	$1,802,801
Total transfer of assets from this plan	2015-12-31	$1,046,551
Total income from all sources (including contributions)	2015-12-31	$627,713
Total loss/gain on sale of assets	2015-12-31	$833,633
Total of all expenses incurred	2015-12-31	$22,350
Value of total assets at end of year	2015-12-31	$22,591,042
Value of total assets at beginning of year	2015-12-31	$21,229,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,350
Total interest from all sources	2015-12-31	$375,710
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$293,163
Administrative expenses professional fees incurred	2015-12-31	$22,350
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$81,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$71,851
Total non interest bearing cash at end of year	2015-12-31	$145
Total non interest bearing cash at beginning of year	2015-12-31	$81
Value of net income/loss	2015-12-31	$605,363
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,591,042
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,229,429
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,704,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,998,882
Income. Interest from US Government securities	2015-12-31	$224,859
Income. Interest from corporate debt instruments	2015-12-31	$149,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,112,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$558,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$558,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,253
Asset value of US Government securities at end of year	2015-12-31	$8,914,733
Asset value of US Government securities at beginning of year	2015-12-31	$8,579,963
Income. Dividends from common stock	2015-12-31	$293,163
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$3,994,978
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$3,532,070
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$5,783,120
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$5,488,040
Aggregate proceeds on sale of assets	2015-12-31	$5,798,722
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$4,965,089
2014 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-217,766
Total unrealized appreciation/depreciation of assets	2014-12-31	$-217,766
Total transfer of assets to this plan	2014-12-31	$1,642,308
Total transfer of assets from this plan	2014-12-31	$3,080,537
Total income from all sources (including contributions)	2014-12-31	$1,133,949
Total loss/gain on sale of assets	2014-12-31	$714,048
Total of all expenses incurred	2014-12-31	$22,351
Value of total assets at end of year	2014-12-31	$21,229,429
Value of total assets at beginning of year	2014-12-31	$21,556,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,351
Total interest from all sources	2014-12-31	$367,612
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$270,055
Administrative expenses professional fees incurred	2014-12-31	$22,351
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$71,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$75,318
Total non interest bearing cash at end of year	2014-12-31	$81
Total non interest bearing cash at beginning of year	2014-12-31	$174
Value of net income/loss	2014-12-31	$1,111,598
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,229,429
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,556,060
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,998,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,436,194
Income. Interest from US Government securities	2014-12-31	$208,251
Income. Interest from corporate debt instruments	2014-12-31	$158,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$558,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,999,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,999,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$818
Asset value of US Government securities at end of year	2014-12-31	$8,579,963
Asset value of US Government securities at beginning of year	2014-12-31	$7,403,628
Income. Dividends from common stock	2014-12-31	$270,055
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$3,532,070
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$4,086,400
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$5,488,040
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$5,554,535
Aggregate proceeds on sale of assets	2014-12-31	$5,321,896
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$4,607,848
2013 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$307,392
Total unrealized appreciation/depreciation of assets	2013-12-31	$307,392
Total transfer of assets to this plan	2013-12-31	$1,727,025
Total transfer of assets from this plan	2013-12-31	$5,741,515
Total income from all sources (including contributions)	2013-12-31	$2,282,126
Total loss/gain on sale of assets	2013-12-31	$1,343,293
Total of all expenses incurred	2013-12-31	$22,351
Value of total assets at end of year	2013-12-31	$21,556,060
Value of total assets at beginning of year	2013-12-31	$23,310,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,351
Total interest from all sources	2013-12-31	$412,607
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$218,834
Administrative expenses professional fees incurred	2013-12-31	$22,351
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$75,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$89,405
Total non interest bearing cash at end of year	2013-12-31	$174
Total non interest bearing cash at beginning of year	2013-12-31	$8,530
Value of net income/loss	2013-12-31	$2,259,775
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,556,060
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,310,775
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,436,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,683,878
Income. Interest from US Government securities	2013-12-31	$229,943
Income. Interest from corporate debt instruments	2013-12-31	$181,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,999,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$544,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$544,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$963
Asset value of US Government securities at end of year	2013-12-31	$7,403,628
Asset value of US Government securities at beginning of year	2013-12-31	$9,642,562
Income. Dividends from common stock	2013-12-31	$218,834
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$4,086,400
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$4,931,626
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$5,554,535
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$5,409,961
Aggregate proceeds on sale of assets	2013-12-31	$10,524,188
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$9,180,895
2012 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$542,117
Total unrealized appreciation/depreciation of assets	2012-12-31	$542,117
Total transfer of assets to this plan	2012-12-31	$1,725,504
Total transfer of assets from this plan	2012-12-31	$1,707,029
Total income from all sources (including contributions)	2012-12-31	$1,577,313
Total loss/gain on sale of assets	2012-12-31	$403,553
Total of all expenses incurred	2012-12-31	$22,350
Value of total assets at end of year	2012-12-31	$23,310,775
Value of total assets at beginning of year	2012-12-31	$21,737,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,350
Total interest from all sources	2012-12-31	$481,414
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$150,229
Administrative expenses professional fees incurred	2012-12-31	$22,350
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$89,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$97,313
Total non interest bearing cash at end of year	2012-12-31	$8,530
Total non interest bearing cash at beginning of year	2012-12-31	$11,275
Value of net income/loss	2012-12-31	$1,554,963
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,310,775
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,737,337
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,683,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,401,877
Income. Interest from US Government securities	2012-12-31	$294,210
Income. Interest from corporate debt instruments	2012-12-31	$185,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$544,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$682,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$682,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,222
Asset value of US Government securities at end of year	2012-12-31	$9,642,562
Asset value of US Government securities at beginning of year	2012-12-31	$8,829,188
Income. Dividends from common stock	2012-12-31	$150,229
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$4,931,626
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$4,328,860
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$5,409,961
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$5,386,495
Aggregate proceeds on sale of assets	2012-12-31	$7,765,252
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$7,361,699
2011 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-491,657
Total unrealized appreciation/depreciation of assets	2011-12-31	$-491,657
Total transfer of assets to this plan	2011-12-31	$1,189,732
Total transfer of assets from this plan	2011-12-31	$1,733,536
Total income from all sources (including contributions)	2011-12-31	$1,105,263
Total loss/gain on sale of assets	2011-12-31	$1,051,102
Total of all expenses incurred	2011-12-31	$22,562
Value of total assets at end of year	2011-12-31	$21,737,337
Value of total assets at beginning of year	2011-12-31	$21,198,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$22,562
Total interest from all sources	2011-12-31	$422,570
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$123,248
Administrative expenses professional fees incurred	2011-12-31	$22,562
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$97,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$135,731
Total non interest bearing cash at end of year	2011-12-31	$11,275
Total non interest bearing cash at beginning of year	2011-12-31	$7,762
Value of net income/loss	2011-12-31	$1,082,701
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,737,337
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,198,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,401,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,780,444
Income. Interest from US Government securities	2011-12-31	$246,833
Income. Interest from corporate debt instruments	2011-12-31	$173,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$682,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$686,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$686,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,677
Asset value of US Government securities at end of year	2011-12-31	$8,829,188
Asset value of US Government securities at beginning of year	2011-12-31	$8,612,525
Income. Dividends from common stock	2011-12-31	$123,248
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$4,328,860
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$3,268,237
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$5,386,495
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$5,707,570
Aggregate proceeds on sale of assets	2011-12-31	$8,631,847
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$7,580,745
2010 : NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$633,207
Total unrealized appreciation/depreciation of assets	2010-12-31	$633,207
Total transfer of assets to this plan	2010-12-31	$1,239,562
Total transfer of assets from this plan	2010-12-31	$5,383,747
Total income from all sources (including contributions)	2010-12-31	$2,393,177
Total loss/gain on sale of assets	2010-12-31	$1,152,758
Total of all expenses incurred	2010-12-31	$21,418
Value of total assets at end of year	2010-12-31	$21,198,440
Value of total assets at beginning of year	2010-12-31	$22,970,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,418
Total interest from all sources	2010-12-31	$497,470
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$109,742
Administrative expenses professional fees incurred	2010-12-31	$21,418
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$135,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$148,787
Total non interest bearing cash at end of year	2010-12-31	$7,762
Total non interest bearing cash at beginning of year	2010-12-31	$15,091
Value of net income/loss	2010-12-31	$2,371,759
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,198,440
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,970,866
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,780,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,936,288
Income. Interest from US Government securities	2010-12-31	$340,714
Income. Interest from corporate debt instruments	2010-12-31	$154,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$686,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,021,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,021,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,333
Asset value of US Government securities at end of year	2010-12-31	$8,612,525
Asset value of US Government securities at beginning of year	2010-12-31	$6,936,729
Income. Dividends from common stock	2010-12-31	$109,742
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$3,268,237
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$5,151,064
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$5,707,570
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$5,761,800
Aggregate proceeds on sale of assets	2010-12-31	$14,088,272
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$12,935,514

Form 5500 Responses for NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE

2017: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2017 form 5500 responses
2017-01-01	Type of plan entity	DFE (Diect Filing Entity)
2017-01-01	This submission is the final filing	Yes
2016: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2016 form 5500 responses
2016-01-01	Type of plan entity	DFE (Diect Filing Entity)
2015: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2015 form 5500 responses
2015-01-01	Type of plan entity	DFE (Diect Filing Entity)
2014: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2014 form 5500 responses
2014-01-01	Type of plan entity	DFE (Diect Filing Entity)
2013: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2013 form 5500 responses
2013-01-01	Type of plan entity	DFE (Diect Filing Entity)
2012: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2012 form 5500 responses
2012-01-01	Type of plan entity	DFE (Diect Filing Entity)
2011: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2011 form 5500 responses
2011-01-01	Type of plan entity	DFE (Diect Filing Entity)
2009: NATIONAL PENN INVESTORS TRUST COMPANY COLLECTIVE EMPLOYEE BENEFIT TRUST DFE 2009 form 5500 responses
2009-01-01	Type of plan entity	DFE (Diect Filing Entity)

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NATIONAL PENN INVESTORS TRUST CO
Employer identification number (EIN):	232785828