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Plan Name | BRYN MAWR TRUST PEP |
Plan identification number | 051 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AUSTIN 3(16) FIDUCIARY LIMITED |
Employer identification number (EIN): | 462981114 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AUSTIN 3(16) FIDUCIARY LIMITED
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2013-06-05 |
Company Identification Number: | 4413281 |
Legal Registered Office Address: |
119 ELAINE DRIVE Nassau OCEANSIDE United States of America (USA) 11572 |
More information about AUSTIN 3(16) FIDUCIARY LIMITED
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
051 | 2022-01-01 | ||||
051 | 2021-12-01 |
Measure | Date | Value |
---|---|---|
2022: BRYN MAWR TRUST PEP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 93 |
Number of participants with account balances | 2022-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BRYN MAWR TRUST PEP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-12-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 53 |
Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 14 |
Total of all active and inactive participants | 2021-12-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 0 |
Total participants | 2021-12-01 | 67 |
Number of participants with account balances | 2021-12-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BRYN MAWR TRUST PEP 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $520,861 |
Expenses. Total of all expenses incurred | 2022-12-31 | $44,782 |
Benefits paid (including direct rollovers) | 2022-12-31 | $30,179 |
Total plan assets at end of year | 2022-12-31 | $2,193,337 |
Total plan assets at beginning of year | 2022-12-31 | $1,717,258 |
Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
Total contributions received or receivable from participants | 2022-12-31 | $137,571 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $438,495 |
Other income received | 2022-12-31 | $-250,491 |
Net income (gross income less expenses) | 2022-12-31 | $476,079 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,193,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,717,258 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $195,286 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,603 |
2021 : BRYN MAWR TRUST PEP 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $1,659,908 |
Total income from all sources | 2021-12-31 | $57,350 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $1,717,258 |
Total plan assets at beginning of year | 2021-12-31 | $0 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Total contributions received or receivable from participants | 2021-12-31 | $14,366 |
Other income received | 2021-12-31 | $36,301 |
Net income (gross income less expenses) | 2021-12-31 | $57,350 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,717,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $6,683 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2022: BRYN MAWR TRUST PEP 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BRYN MAWR TRUST PEP 2021 form 5500 responses | ||
2021-12-01 | Type of plan entity | Mulitple employer plan |
2021-12-01 | First time form 5500 has been submitted | Yes |
2021-12-01 | Submission has been amended | No |
2021-12-01 | This submission is the final filing | No |
2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-12-01 | Plan is a collectively bargained plan | No |
2021-12-01 | Plan funding arrangement – Trust | Yes |
2021-12-01 | Plan benefit arrangement - Trust | Yes |