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JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 401k Plan overview

Plan NameJONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN
Plan identification number 501

JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

JONESTOWN BANK & TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JONESTOWN BANK & TRUST COMPANY
Employer identification number (EIN):230739565
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ELIZABETH LEBO
5012016-01-01C. WILLIAM ROTH
5012015-01-01C. WILLIAM ROTH

Plan Statistics for JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN

401k plan membership statisitcs for JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN

Measure Date Value
2022: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01111
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01110
2021: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01173
2020: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01155
2019: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01141
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01142
2018: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01128
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01141
2017: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01115
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01128
2016: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01107
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01115
2015: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0181
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01107

Financial Data on JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN

Measure Date Value
2022 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$218
Total income from all sources (including contributions)2022-12-31$360,026
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$736,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$460,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$359,481
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$377,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$276,133
Total interest from all sources2022-12-31$545
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$141,160
Administrative expenses (other) incurred2022-12-31$236,975
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$218
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-376,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$376,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$376,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$376,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$545
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$460,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$218,321
Contract administrator fees2022-12-31$4,288
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YOUNG, OAKES, BROWN & COMPANY, PC
Accountancy firm EIN2022-12-31251589048
2021 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$220
Total income from all sources (including contributions)2021-12-31$1,297,420
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,192,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$680,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,296,575
Value of total assets at end of year2021-12-31$377,190
Value of total assets at beginning of year2021-12-31$271,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$511,968
Total interest from all sources2021-12-31$845
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$327,203
Administrative expenses (other) incurred2021-12-31$419,777
Liabilities. Value of operating payables at end of year2021-12-31$218
Liabilities. Value of operating payables at beginning of year2021-12-31$220
Total non interest bearing cash at end of year2021-12-31$218
Total non interest bearing cash at beginning of year2021-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$105,211
Value of net assets at end of year (total assets less liabilities)2021-12-31$376,972
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$271,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$71,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$376,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$271,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$271,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$845
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$680,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$969,372
Contract administrator fees2021-12-31$20,539
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31YOUNG, OAKES, BROWN & COMPANY, P.C.
Accountancy firm EIN2021-12-31251589048
2020 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,936
Total income from all sources (including contributions)2020-12-31$1,184,038
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$988,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$519,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,180,203
Value of total assets at end of year2020-12-31$271,981
Value of total assets at beginning of year2020-12-31$78,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$468,983
Total interest from all sources2020-12-31$3,835
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$296,258
Administrative expenses (other) incurred2020-12-31$380,972
Liabilities. Value of operating payables at end of year2020-12-31$220
Liabilities. Value of operating payables at beginning of year2020-12-31$180
Total non interest bearing cash at end of year2020-12-31$220
Total non interest bearing cash at beginning of year2020-12-31$179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$195,392
Value of net assets at end of year (total assets less liabilities)2020-12-31$271,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$69,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$271,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$78,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$78,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,835
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$519,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$883,945
Contract administrator fees2020-12-31$18,801
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,756
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31YOUNG, OAKES, BROWN & COMPANY, P.C.
Accountancy firm EIN2020-12-31251589048
2019 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,016
Total income from all sources (including contributions)2019-12-31$1,007,010
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,154,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$759,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,003,872
Value of total assets at end of year2019-12-31$78,305
Value of total assets at beginning of year2019-12-31$269,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$395,153
Total interest from all sources2019-12-31$3,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$270,350
Administrative expenses (other) incurred2019-12-31$304,810
Liabilities. Value of operating payables at end of year2019-12-31$180
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$179
Total non interest bearing cash at beginning of year2019-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-147,660
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$224,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$63,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$78,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$268,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$268,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,138
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$759,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$733,522
Contract administrator fees2019-12-31$27,343
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,756
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$45,016
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31YOUNG, OAKES, BROWN & COMPANY, P.C.
Accountancy firm EIN2019-12-31251589048
2018 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,434
Total income from all sources (including contributions)2018-12-31$1,054,191
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$906,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$544,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,050,603
Value of total assets at end of year2018-12-31$269,045
Value of total assets at beginning of year2018-12-31$107,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$361,933
Total interest from all sources2018-12-31$3,588
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$261,787
Administrative expenses (other) incurred2018-12-31$269,808
Total non interest bearing cash at end of year2018-12-31$180
Total non interest bearing cash at beginning of year2018-12-31$20,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$148,121
Value of net assets at end of year (total assets less liabilities)2018-12-31$224,029
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$268,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$86,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$86,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,588
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$544,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$788,816
Contract administrator fees2018-12-31$32,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$45,016
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$31,434
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31YOUNG, OAKES, BROWN & COMPANY, P.C.
Accountancy firm EIN2018-12-31251589048
2017 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$31,434
Total plan liabilities at beginning of year2017-12-31$105,900
Total income from all sources2017-12-31$812,050
Expenses. Total of all expenses incurred2017-12-31$736,142
Benefits paid (including direct rollovers)2017-12-31$439,929
Total plan assets at end of year2017-12-31$107,342
Total plan assets at beginning of year2017-12-31$105,900
Value of fidelity bond covering the plan2017-12-31$1,781,226
Total contributions received or receivable from participants2017-12-31$192,367
Expenses. Other expenses not covered elsewhere2017-12-31$202,180
Noncash contributions received2017-12-31$788
Net income (gross income less expenses)2017-12-31$75,908
Net plan assets at end of year (total assets less liabilities)2017-12-31$75,908
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$618,895
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$94,033
2016 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$105,900
Total plan liabilities at beginning of year2016-12-31$137
Total income from all sources2016-12-31$728,062
Expenses. Total of all expenses incurred2016-12-31$811,009
Benefits paid (including direct rollovers)2016-12-31$556,798
Total plan assets at end of year2016-12-31$105,900
Total plan assets at beginning of year2016-12-31$83,084
Value of fidelity bond covering the plan2016-12-31$1,624,301
Total contributions received or receivable from participants2016-12-31$161,549
Expenses. Other expenses not covered elsewhere2016-12-31$164,267
Other income received2016-12-31$248
Net income (gross income less expenses)2016-12-31$-82,947
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$82,947
Total contributions received or receivable from employer(s)2016-12-31$566,265
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$89,944
2015 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$137
Total income from all sources2015-12-31$781,711
Expenses. Total of all expenses incurred2015-12-31$698,764
Benefits paid (including direct rollovers)2015-12-31$447,304
Total plan assets at end of year2015-12-31$83,084
Value of fidelity bond covering the plan2015-12-31$1,624,301
Total contributions received or receivable from participants2015-12-31$124,156
Expenses. Other expenses not covered elsewhere2015-12-31$153,526
Other income received2015-12-31$278
Net income (gross income less expenses)2015-12-31$82,947
Net plan assets at end of year (total assets less liabilities)2015-12-31$82,947
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$657,277
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$97,934

Form 5500 Responses for JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN

2022: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
Insurance contract or identification numberG 00611690
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,441
Total amount of fees paid to insurance companyUSD $2,554
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, SHORT-TERM DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $95,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,441
Amount paid for insurance broker fees2554
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
Insurance contract or identification number00505257
Number of Individuals Covered172
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,168
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $45,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,168
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
Insurance contract or identification numberG 00611690
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,177
Total amount of fees paid to insurance companyUSD $3,186
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, SHORT-TERM DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $85,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,171
Amount paid for insurance broker fees3180
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
Insurance contract or identification number00505257
Number of Individuals Covered102
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,079
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $45,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,079
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
Insurance contract or identification numberG 00611690
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,417
Total amount of fees paid to insurance companyUSD $2,899
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, SHORT-TERM DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $79,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,417
Insurance broker organization code?3
Amount paid for insurance broker fees2899
Additional information about fees paid to insurance brokerOTHER COMPENSATION
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
Insurance contract or identification number00505257
Number of Individuals Covered86
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,652
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $40,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,652
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
Insurance contract or identification numberG 00611690
Number of Individuals Covered128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,916
Total amount of fees paid to insurance companyUSD $1,777
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, SHORT-TERM DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,458
Amount paid for insurance broker fees1777
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSTRICKLER INS AGENCY INC
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
Insurance contract or identification number00505257
Number of Individuals Covered76
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,559
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,559
Insurance broker organization code?3
Insurance broker nameSTRICKLER INSURANCE AGENCY, INC

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