JONESTOWN BANK & TRUST COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $736,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $377,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $276,133 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $141,160 |
Administrative expenses (other) incurred | 2022-12-31 | $236,975 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $218 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $218 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $34,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $376,972 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 benefits | 2022-12-31 | $460,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $218,321 |
Contract administrator fees | 2022-12-31 | $4,288 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | YOUNG, OAKES, BROWN & COMPANY, PC |
Accountancy firm EIN | 2022-12-31 | 251589048 |
2021 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,192,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $377,190 |
Value of total assets at beginning of year | 2021-12-31 | $271,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $511,968 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $327,203 |
Administrative expenses (other) incurred | 2021-12-31 | $419,777 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $218 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $220 |
Total non interest bearing cash at end of year | 2021-12-31 | $218 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $220 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $71,652 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $376,972 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $271,761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 benefits | 2021-12-31 | $680,241 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $969,372 |
Contract administrator fees | 2021-12-31 | $20,539 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | YOUNG, OAKES, BROWN & COMPANY, P.C. |
Accountancy firm EIN | 2021-12-31 | 251589048 |
2020 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $988,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $271,981 |
Value of total assets at beginning of year | 2020-12-31 | $78,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $468,983 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $296,258 |
Administrative expenses (other) incurred | 2020-12-31 | $380,972 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $220 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $180 |
Total non interest bearing cash at end of year | 2020-12-31 | $220 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $179 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $69,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $271,761 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $78,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 benefits | 2020-12-31 | $519,663 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $883,945 |
Contract administrator fees | 2020-12-31 | $18,801 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $1,756 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | YOUNG, OAKES, BROWN & COMPANY, P.C. |
Accountancy firm EIN | 2020-12-31 | 251589048 |
2019 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,154,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $78,305 |
Value of total assets at beginning of year | 2019-12-31 | $269,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $395,153 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $270,350 |
Administrative expenses (other) incurred | 2019-12-31 | $304,810 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $180 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $179 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $180 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $63,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $78,126 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $268,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 benefits | 2019-12-31 | $759,517 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $733,522 |
Contract administrator fees | 2019-12-31 | $27,343 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,756 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $45,016 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | YOUNG, OAKES, BROWN & COMPANY, P.C. |
Accountancy firm EIN | 2019-12-31 | 251589048 |
2018 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $906,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $269,045 |
Value of total assets at beginning of year | 2018-12-31 | $107,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $361,933 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $261,787 |
Administrative expenses (other) incurred | 2018-12-31 | $269,808 |
Total non interest bearing cash at end of year | 2018-12-31 | $180 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $59,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $268,865 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $86,481 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 benefits | 2018-12-31 | $544,137 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $788,816 |
Contract administrator fees | 2018-12-31 | $32,643 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $45,016 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $31,434 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | YOUNG, OAKES, BROWN & COMPANY, P.C. |
Accountancy firm EIN | 2018-12-31 | 251589048 |
2017 : JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $31,434 |
Total plan liabilities at beginning of year | 2017-12-31 | $105,900 |
Total income from all sources | 2017-12-31 | $812,050 |
Expenses. Total of all expenses incurred | 2017-12-31 | $736,142 |
Benefits paid (including direct rollovers) | 2017-12-31 | $439,929 |
Total plan assets at end of year | 2017-12-31 | $107,342 |
Total plan assets at beginning of year | 2017-12-31 | $105,900 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,781,226 |
Total contributions received or receivable from participants | 2017-12-31 | $192,367 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $202,180 |
Noncash contributions received | 2017-12-31 | $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 |
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Total plan liabilities at end of year | 2016-12-31 | $105,900 |
Total plan liabilities at beginning of year | 2016-12-31 | $137 |
Total income from all sources | 2016-12-31 | $728,062 |
Expenses. Total of all expenses incurred | 2016-12-31 | $811,009 |
Benefits paid (including direct rollovers) | 2016-12-31 | $556,798 |
Total plan assets at end of year | 2016-12-31 | $105,900 |
Total plan assets at beginning of year | 2016-12-31 | $83,084 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,624,301 |
Total contributions received or receivable from participants | 2016-12-31 | $161,549 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $164,267 |
Other income received | 2016-12-31 | $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 |
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Total plan liabilities at end of year | 2015-12-31 | $137 |
Total income from all sources | 2015-12-31 | $781,711 |
Expenses. Total of all expenses incurred | 2015-12-31 | $698,764 |
Benefits paid (including direct rollovers) | 2015-12-31 | $447,304 |
Total plan assets at end of year | 2015-12-31 | $83,084 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,624,301 |
Total contributions received or receivable from participants | 2015-12-31 | $124,156 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $153,526 |
Other income received | 2015-12-31 | $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 |
2022: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |