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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
5012024-01-01JAMIE HANSSON
5012023-01-01
5012023-01-01JAMIE HANSSON
5012022-01-01
5012022-01-01JAMIE HANSSON
5012021-01-01
5012021-01-01JAMIE HANSSON
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ELIZABETH LEBO
5012016-01-01C. WILLIAM ROTH
5012015-01-01C. WILLIAM ROTH

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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$218
Total income from all sources (including contributions)2022-01-01$360,026
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$736,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$460,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$359,481
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$377,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$276,133
Total interest from all sources2022-01-01$545
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01No
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$141,160
Administrative expenses (other) incurred2022-01-01$236,975
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$218
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-376,972
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$376,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$34,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$545
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$460,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$218,321
Contract administrator fees2022-01-01$4,288
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01YOUNG, OAKES, BROWN & COMPANY, PC
Accountancy firm EIN2022-01-01251589048
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

2023: JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
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

CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00505257
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00611690
Policy instance 1

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