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RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

MALVERN NATIONAL BANK has sponsored the creation of one or more 401k plans.

Company Name:MALVERN NATIONAL BANK
Employer identification number (EIN):710113421
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about MALVERN NATIONAL BANK

Jurisdiction of Incorporation: Arkansas Secretary of State
Incorporation Date:
Company Identification Number: 200000066

More information about MALVERN NATIONAL BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01BRENT BLACK2023-07-12
0022020-10-01BRENT BLACK2022-07-15
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01MARK ROBERTS
0022015-10-01MARK ROBERTS
0022014-10-01MARK ROBERTS
0022013-10-01MARK ROBERTS
0022012-10-01MARK ROBERTS
0022011-10-01MARK ROBERTS
0022009-10-01MARK ROBERTS
0022008-10-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2022 401k membership
Market value of plan assets2022-09-309,842,500
Acturial value of plan assets2022-09-309,842,500
Funding target for retired participants and beneficiaries receiving payment2022-09-302,409,259
Number of terminated vested participants2022-09-309
Fundng target for terminated vested participants2022-09-30533,737
Active participant vested funding target2022-09-304,029,566
Number of active participants2022-09-3049
Total funding liabilities for active participants2022-09-304,029,566
Total participant count2022-09-3082
Total funding target for all participants2022-09-306,972,562
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-301,397,793
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-301,397,793
Present value of excess contributions2022-09-3092,698
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-3097,639
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-3097,639
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-301,791,624
Total employer contributions2022-09-30550,000
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30536,848
Liquidity shortfalls end of Q12022-09-300
Liquidity shortfalls end of Q22022-09-300
Liquidity shortfalls end of Q32022-09-300
Liquidity shortfalls end of Q42022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30150,561
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30536,848
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2021 401k membership
Market value of plan assets2021-09-308,457,984
Acturial value of plan assets2021-09-308,457,984
Funding target for retired participants and beneficiaries receiving payment2021-09-303,368,710
Number of terminated vested participants2021-09-306
Fundng target for terminated vested participants2021-09-3043,123
Active participant vested funding target2021-09-304,420,054
Number of active participants2021-09-3062
Total funding liabilities for active participants2021-09-304,420,054
Total participant count2021-09-3093
Total funding target for all participants2021-09-307,831,887
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-301,207,256
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-301,207,256
Present value of excess contributions2021-09-3078,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3082,729
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-3082,729
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-301,397,793
Total employer contributions2021-09-30550,000
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30536,953
Liquidity shortfalls end of Q12021-09-300
Liquidity shortfalls end of Q22021-09-300
Liquidity shortfalls end of Q32021-09-300
Liquidity shortfalls end of Q42021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30240,345
Net shortfall amortization installment of oustanding balance2021-09-30771,696
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-30444,255
Additional cash requirement2021-09-30444,255
Contributions allocatedtoward minimum required contributions for current year2021-09-30536,953
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2020 401k membership
Market value of plan assets2020-09-308,086,258
Acturial value of plan assets2020-09-308,086,258
Funding target for retired participants and beneficiaries receiving payment2020-09-303,416,746
Number of terminated vested participants2020-09-3016
Fundng target for terminated vested participants2020-09-30300,494
Active participant vested funding target2020-09-304,297,746
Number of active participants2020-09-3068
Total funding liabilities for active participants2020-09-304,298,983
Total participant count2020-09-30109
Total funding target for all participants2020-09-308,016,223
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-30867,258
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-30867,258
Present value of excess contributions2020-09-30291,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30307,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-30307,476
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-301,207,256
Total employer contributions2020-09-30550,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30536,583
Liquidity shortfalls end of Q12020-09-300
Liquidity shortfalls end of Q22020-09-300
Liquidity shortfalls end of Q32020-09-300
Liquidity shortfalls end of Q42020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30194,577
Net shortfall amortization installment of oustanding balance2020-09-301,137,221
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30458,152
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-30458,152
Contributions allocatedtoward minimum required contributions for current year2020-09-30536,583
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2019 401k membership
Total participants, beginning-of-year2019-10-01109
Total number of active participants reported on line 7a of the Form 55002019-10-0162
Number of retired or separated participants receiving benefits2019-10-0122
Number of other retired or separated participants entitled to future benefits2019-10-016
Total of all active and inactive participants2019-10-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-013
Total participants2019-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-307,733,231
Acturial value of plan assets2019-09-307,733,231
Funding target for retired participants and beneficiaries receiving payment2019-09-303,369,509
Number of terminated vested participants2019-09-3016
Fundng target for terminated vested participants2019-09-3070,742
Active participant vested funding target2019-09-303,868,848
Number of active participants2019-09-3072
Total funding liabilities for active participants2019-09-303,876,631
Total participant count2019-09-30113
Total funding target for all participants2019-09-307,316,882
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30685,096
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-30685,096
Present value of excess contributions2019-09-30138,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30147,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-30147,017
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-30867,258
Total employer contributions2019-09-30550,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30533,311
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30308,744
Net shortfall amortization installment of oustanding balance2019-09-30450,909
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30242,278
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-30242,278
Contributions allocatedtoward minimum required contributions for current year2019-09-30533,311
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2018 401k membership
Total participants, beginning-of-year2018-10-01113
Total number of active participants reported on line 7a of the Form 55002018-10-0168
Number of retired or separated participants receiving benefits2018-10-0122
Number of other retired or separated participants entitled to future benefits2018-10-0116
Total of all active and inactive participants2018-10-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-013
Total participants2018-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-307,175,673
Acturial value of plan assets2018-09-307,175,673
Funding target for retired participants and beneficiaries receiving payment2018-09-303,376,400
Number of terminated vested participants2018-09-3016
Fundng target for terminated vested participants2018-09-30176,583
Active participant vested funding target2018-09-303,317,127
Number of active participants2018-09-3074
Total funding liabilities for active participants2018-09-303,363,362
Total participant count2018-09-30114
Total funding target for all participants2018-09-306,916,345
Balance at beginning of prior year after applicable adjustments2018-09-302,627
Prefunding balance at beginning of prior year after applicable adjustments2018-09-30635,588
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-302,627
Prefunding balanced used to offset prior years funding requirement2018-09-3033,993
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-30601,595
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-30685,096
Total employer contributions2018-09-30550,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30535,327
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30312,650
Net shortfall amortization installment of oustanding balance2018-09-30425,767
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30396,422
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-30396,422
Contributions allocatedtoward minimum required contributions for current year2018-09-30535,327
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2017 401k membership
Total participants, beginning-of-year2017-10-01114
Total number of active participants reported on line 7a of the Form 55002017-10-0172
Number of retired or separated participants receiving benefits2017-10-0122
Number of other retired or separated participants entitled to future benefits2017-10-0116
Total of all active and inactive participants2017-10-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-013
Total participants2017-10-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-306,152,562
Acturial value of plan assets2017-09-306,152,562
Funding target for retired participants and beneficiaries receiving payment2017-09-303,053,485
Number of terminated vested participants2017-09-3015
Fundng target for terminated vested participants2017-09-30145,569
Active participant vested funding target2017-09-302,937,972
Number of active participants2017-09-3081
Total funding liabilities for active participants2017-09-303,024,369
Total participant count2017-09-30118
Total funding target for all participants2017-09-306,223,423
Balance at beginning of prior year after applicable adjustments2017-09-302,415
Prefunding balance at beginning of prior year after applicable adjustments2017-09-30537,372
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-302,415
Amount remaining of prefunding balance2017-09-30537,372
Present value of excess contributions2017-09-3048,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3051,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-3051,088
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-302,627
Balance of prefunding at beginning of current year2017-09-30635,588
Total employer contributions2017-09-30550,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30534,203
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30452,976
Net shortfall amortization installment of oustanding balance2017-09-30709,076
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30570,823
Carryover balance elected to use to offset funding requirement2017-09-302,627
Prefunding balance elected to use to offset funding requirement2017-09-3033,993
Additional cash requirement2017-09-30534,203
Contributions allocatedtoward minimum required contributions for current year2017-09-30534,203
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2016 401k membership
Total participants, beginning-of-year2016-10-01118
Total number of active participants reported on line 7a of the Form 55002016-10-0174
Number of retired or separated participants receiving benefits2016-10-0121
Number of other retired or separated participants entitled to future benefits2016-10-0116
Total of all active and inactive participants2016-10-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-013
Total participants2016-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2015 401k membership
Total participants, beginning-of-year2015-10-01128
Total number of active participants reported on line 7a of the Form 55002015-10-0181
Number of retired or separated participants receiving benefits2015-10-0119
Number of other retired or separated participants entitled to future benefits2015-10-0115
Total of all active and inactive participants2015-10-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-013
Total participants2015-10-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-012
2014: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2014 401k membership
Total participants, beginning-of-year2014-10-01142
Total number of active participants reported on line 7a of the Form 55002014-10-0190
Number of retired or separated participants receiving benefits2014-10-0119
Number of other retired or separated participants entitled to future benefits2014-10-0116
Total of all active and inactive participants2014-10-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-013
Total participants2014-10-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2013 401k membership
Total participants, beginning-of-year2013-10-01140
Total number of active participants reported on line 7a of the Form 55002013-10-01103
Number of retired or separated participants receiving benefits2013-10-0121
Number of other retired or separated participants entitled to future benefits2013-10-0118
Total of all active and inactive participants2013-10-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-016
2012: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2012 401k membership
Total participants, beginning-of-year2012-10-01129
Total number of active participants reported on line 7a of the Form 55002012-10-0197
Number of retired or separated participants receiving benefits2012-10-0120
Number of other retired or separated participants entitled to future benefits2012-10-0115
Total of all active and inactive participants2012-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
2011: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2011 401k membership
Total participants, beginning-of-year2011-10-01119
Total number of active participants reported on line 7a of the Form 55002011-10-0190
Number of retired or separated participants receiving benefits2011-10-0116
Number of other retired or separated participants entitled to future benefits2011-10-0113
Total of all active and inactive participants2011-10-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2009 401k membership
Total participants, beginning-of-year2009-10-01126
Total number of active participants reported on line 7a of the Form 55002009-10-01100
Number of retired or separated participants receiving benefits2009-10-019
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK

Measure Date Value
2020 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$26,655
Total unrealized appreciation/depreciation of assets2020-09-30$26,655
Total transfer of assets to this plan2020-09-30$0
Total transfer of assets from this plan2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$39,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$31,015
Total income from all sources (including contributions)2020-09-30$1,265,679
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$893,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$885,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$550,000
Value of total assets at end of year2020-09-30$8,497,384
Value of total assets at beginning of year2020-09-30$8,117,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$8,828
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$678,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$678,074
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Assets. Other investments not covered elsewhere at end of year2020-09-30$228,230
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$217,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$39,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$31,015
Other income not declared elsewhere2020-09-30$10,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$371,726
Value of net assets at end of year (total assets less liabilities)2020-09-30$8,457,984
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$8,086,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$7,896,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$7,206,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$372,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$693,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$693,590
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$8,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$876,682
Contract administrator fees2020-09-30$8,828
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30JORDAN, WOOLSEY, CRONE AND KEETON
Accountancy firm EIN2020-09-30710465329
2019 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$-398,530
Total unrealized appreciation/depreciation of assets2019-09-30$-398,530
Total transfer of assets to this plan2019-09-30$0
Total transfer of assets from this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$31,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$21,473
Total income from all sources (including contributions)2019-09-30$849,880
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$496,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$488,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$550,000
Value of total assets at end of year2019-09-30$8,117,273
Value of total assets at beginning of year2019-09-30$7,754,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$8,436
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$686,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$686,132
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$217,280
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$205,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$31,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$21,473
Other income not declared elsewhere2019-09-30$12,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$353,027
Value of net assets at end of year (total assets less liabilities)2019-09-30$8,086,258
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$7,733,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$7,206,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$6,934,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$693,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$614,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$614,892
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$9,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$478,545
Contract administrator fees2019-09-30$8,436
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30JORDAN, WOOLSEY, CRONE AND KEETON
Accountancy firm EIN2019-09-30710465329
2018 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-105,406
Total unrealized appreciation/depreciation of assets2018-09-30$-105,406
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$21,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$36,160
Total income from all sources (including contributions)2018-09-30$930,925
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$373,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$365,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$550,000
Value of total assets at end of year2018-09-30$7,754,704
Value of total assets at beginning of year2018-09-30$7,211,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$8,340
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$475,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$475,086
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Assets. Other investments not covered elsewhere at end of year2018-09-30$205,002
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$193,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$21,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$36,160
Other income not declared elsewhere2018-09-30$11,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$557,558
Value of net assets at end of year (total assets less liabilities)2018-09-30$7,733,231
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$7,175,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$6,934,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$6,579,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$614,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$438,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$438,627
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$8,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$356,584
Contract administrator fees2018-09-30$8,340
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30JORDAN, WOOLSEY, CLONE AND KEETON
Accountancy firm EIN2018-09-30710465329
2017 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$662,523
Total unrealized appreciation/depreciation of assets2017-09-30$662,523
Total transfer of assets to this plan2017-09-30$0
Total transfer of assets from this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$36,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,423,399
Total loss/gain on sale of assets2017-09-30$1,051
Total of all expenses incurred2017-09-30$400,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$391,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$550,000
Value of total assets at end of year2017-09-30$7,211,833
Value of total assets at beginning of year2017-09-30$6,152,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$8,484
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$199,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$199,805
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Assets. Other investments not covered elsewhere at end of year2017-09-30$193,756
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$183,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$36,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$10,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,023,111
Value of net assets at end of year (total assets less liabilities)2017-09-30$7,175,673
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$6,152,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$6,579,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,966,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$438,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$2,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$2,184
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$8,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$383,362
Contract administrator fees2017-09-30$8,484
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$414,409
Aggregate carrying amount (costs) on sale of assets2017-09-30$413,358
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30JORDAN, WOOLSEY, CLONE AND KEETON
Accountancy firm EIN2017-09-30710465329
2016 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$270,654
Total unrealized appreciation/depreciation of assets2016-09-30$270,654
Total transfer of assets to this plan2016-09-30$0
Total transfer of assets from this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,028,885
Total loss/gain on sale of assets2016-09-30$211
Total of all expenses incurred2016-09-30$443,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$434,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$500,000
Value of total assets at end of year2016-09-30$6,152,562
Value of total assets at beginning of year2016-09-30$5,567,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$8,958
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$247,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$247,652
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Assets. Other investments not covered elsewhere at end of year2016-09-30$183,736
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$173,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$17,764
Other income not declared elsewhere2016-09-30$10,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$584,967
Value of net assets at end of year (total assets less liabilities)2016-09-30$6,152,562
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$5,567,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,966,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$5,376,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$2,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$8,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$426,517
Contract administrator fees2016-09-30$8,958
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$902,230
Aggregate carrying amount (costs) on sale of assets2016-09-30$902,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30JORDAN, WOOLSEY, CLONE AND KEETON
Accountancy firm EIN2016-09-30710465329
2015 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-452,716
Total unrealized appreciation/depreciation of assets2015-09-30$-452,716
Total transfer of assets to this plan2015-09-30$0
Total transfer of assets from this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$501,067
Total loss/gain on sale of assets2015-09-30$24,514
Total of all expenses incurred2015-09-30$1,222,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,213,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$525,000
Value of total assets at end of year2015-09-30$5,567,595
Value of total assets at beginning of year2015-09-30$6,289,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$9,643
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$400,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$400,032
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Assets. Other investments not covered elsewhere at end of year2015-09-30$173,368
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$169,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$17,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$32,175
Other income not declared elsewhere2015-09-30$4,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-721,767
Value of net assets at end of year (total assets less liabilities)2015-09-30$5,567,595
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$6,289,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$5,376,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$6,088,056
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$28,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$525,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,184,678
Contract administrator fees2015-09-30$9,643
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$1,756,862
Aggregate carrying amount (costs) on sale of assets2015-09-30$1,732,348
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30JORDAN, WOOLSEY, CLONE AND KEETON
Accountancy firm EIN2015-09-30710465329
2014 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$189,819
Total unrealized appreciation/depreciation of assets2014-09-30$189,819
Total transfer of assets to this plan2014-09-30$0
Total transfer of assets from this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,118,395
Total loss/gain on sale of assets2014-09-30$17,022
Total of all expenses incurred2014-09-30$593,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$584,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$525,000
Value of total assets at end of year2014-09-30$6,289,362
Value of total assets at beginning of year2014-09-30$5,764,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$9,367
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$379,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$379,089
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$169,131
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$161,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$32,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$25,753
Other income not declared elsewhere2014-09-30$7,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$524,428
Value of net assets at end of year (total assets less liabilities)2014-09-30$6,289,362
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$5,764,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$6,088,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$5,577,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$525,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$584,600
Contract administrator fees2014-09-30$9,367
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$595,610
Aggregate carrying amount (costs) on sale of assets2014-09-30$578,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30JORDAN, WOOLSEY, CLONE AND KEETON
Accountancy firm EIN2014-09-30710465329
2013 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$475,745
Total unrealized appreciation/depreciation of assets2013-09-30$475,745
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,503,447
Total loss/gain on sale of assets2013-09-30$5,117
Total of all expenses incurred2013-09-30$351,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$343,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$804,000
Value of total assets at end of year2013-09-30$5,764,934
Value of total assets at beginning of year2013-09-30$4,612,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$8,307
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$195,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$195,042
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$161,667
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$138,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$25,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$29,444
Other income not declared elsewhere2013-09-30$23,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,152,136
Value of net assets at end of year (total assets less liabilities)2013-09-30$5,764,934
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,612,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$5,577,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,445,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$804,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$343,004
Contract administrator fees2013-09-30$8,307
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$1,155,399
Aggregate carrying amount (costs) on sale of assets2013-09-30$1,150,282
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30JORDAN, WOOLSEY, CLONE AND KEATON
Accountancy firm EIN2013-09-30710465329
2012 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$251,462
Total unrealized appreciation/depreciation of assets2012-09-30$251,462
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,479,644
Total loss/gain on sale of assets2012-09-30$204,006
Total of all expenses incurred2012-09-30$239,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$216,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$900,000
Value of total assets at end of year2012-09-30$4,612,798
Value of total assets at beginning of year2012-09-30$3,373,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$23,375
Total interest from all sources2012-09-30$3
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$121,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$121,911
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$138,124
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$135,862
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$29,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$2,533
Other income not declared elsewhere2012-09-30$2,262
Administrative expenses (other) incurred2012-09-30$10,457
Total non interest bearing cash at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,239,657
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,612,798
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,373,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,445,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,173,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$61,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$61,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$216,612
Contract administrator fees2012-09-30$12,918
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$4,505,421
Aggregate carrying amount (costs) on sale of assets2012-09-30$4,301,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30JORDAN, WOOLSEY, CRONE AND KEATON
Accountancy firm EIN2012-09-30710465329
2011 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-347,816
Total unrealized appreciation/depreciation of assets2011-09-30$-347,816
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$622,644
Total loss/gain on sale of assets2011-09-30$207,913
Total of all expenses incurred2011-09-30$237,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$201,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$626,235
Value of total assets at end of year2011-09-30$3,373,141
Value of total assets at beginning of year2011-09-30$2,988,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$36,155
Total interest from all sources2011-09-30$3
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$125,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$125,190
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$135,862
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$124,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$2,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$1,226
Other income not declared elsewhere2011-09-30$11,119
Administrative expenses (other) incurred2011-09-30$10,457
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$-1,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$384,875
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,373,141
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,988,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,173,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,830,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$61,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$33,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$33,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$626,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$201,614
Contract administrator fees2011-09-30$25,698
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$1,952,043
Aggregate carrying amount (costs) on sale of assets2011-09-30$1,744,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30JORDAN WOOLSEY CRONE AND KEATON LTD
Accountancy firm EIN2011-09-30710465329
2010 : RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK

2019: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR EMPLOYEES OF MALVERN NATIONAL BANK 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

SHENANDOAH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number700838-2016636
Policy instance 1
Insurance contract or identification number700838-2016636
Number of Individuals Covered8
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $400
Insurance broker organization code?3
SHENANDOAH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number700838-2016636
Policy instance 1
Insurance contract or identification number700838-2016636
Number of Individuals Covered8
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $400
Insurance broker organization code?3
SHENANDOAH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number700838-2016636
Policy instance 1
Insurance contract or identification number700838-2016636
Number of Individuals Covered8
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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