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UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 401k Plan overview

Plan NameUNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN
Plan identification number 001

UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVEST FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVEST FINANCIAL CORPORATION
Employer identification number (EIN):231886144
NAIC Classification:522190
NAIC Description:Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01M. THERESA SCHWARTZER
0012016-01-01M. THERESA SCHWARTZER
0012015-01-01M. THERESA SCHWARTZER
0012014-01-01THERESA SCHWARTZER THERESA SCHWARTZER2015-10-06
0012014-01-01THERESA SCHWARTZER THERESA SCHWARTZER2015-10-06
0012013-01-01THERESA SCHWARTZER THERESA SCHWARTZER2014-10-07
0012012-01-01THERESA SCHWARTZER THERESA SCHWARTZER2013-10-03
0012011-01-01THERESA SCHWARTZER THERESA SCHWARTZER2012-10-03
0012010-01-01THERESA SCHWARTZER THERESA SCHWARTZER2011-10-17
0012009-01-01THERESA SCHWARTZER

Plan Statistics for UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN

401k plan membership statisitcs for UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN

Measure Date Value
2023: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01432
Total number of active participants reported on line 7a of the Form 55002023-01-01131
Number of retired or separated participants receiving benefits2023-01-01206
Number of other retired or separated participants entitled to future benefits2023-01-0173
Total of all active and inactive participants2023-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3160,479,147
Acturial value of plan assets2022-12-3160,479,147
Funding target for retired participants and beneficiaries receiving payment2022-12-3123,910,825
Number of terminated vested participants2022-12-3170
Fundng target for terminated vested participants2022-12-313,332,289
Active participant vested funding target2022-12-3113,352,199
Number of active participants2022-12-31163
Total funding liabilities for active participants2022-12-3113,352,199
Total participant count2022-12-31441
Total funding target for all participants2022-12-3140,595,313
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3114,850,486
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,713,885
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3113,136,601
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3114,995,430
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31479,816
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01441
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-01199
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3155,367,050
Acturial value of plan assets2021-12-3155,367,050
Funding target for retired participants and beneficiaries receiving payment2021-12-3124,958,894
Number of terminated vested participants2021-12-3168
Fundng target for terminated vested participants2021-12-313,525,420
Active participant vested funding target2021-12-3113,892,212
Number of active participants2021-12-31175
Total funding liabilities for active participants2021-12-3113,892,212
Total participant count2021-12-31450
Total funding target for all participants2021-12-3142,376,526
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3114,709,719
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-311,549,061
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3113,160,658
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3114,850,486
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31520,076
Net shortfall amortization installment of oustanding balance2021-12-311,859,963
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,713,885
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,713,885
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01450
Total number of active participants reported on line 7a of the Form 55002021-01-01163
Number of retired or separated participants receiving benefits2021-01-01194
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3151,607,567
Acturial value of plan assets2020-12-3151,607,567
Funding target for retired participants and beneficiaries receiving payment2020-12-3123,695,370
Number of terminated vested participants2020-12-3170
Fundng target for terminated vested participants2020-12-313,739,700
Active participant vested funding target2020-12-3112,734,697
Number of active participants2020-12-31181
Total funding liabilities for active participants2020-12-3112,734,697
Total participant count2020-12-31457
Total funding target for all participants2020-12-3140,169,767
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3114,330,466
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-312,045,750
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3112,284,716
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3114,709,719
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31454,237
Net shortfall amortization installment of oustanding balance2020-12-313,271,919
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,549,061
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-311,549,061
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01457
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-01194
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3145,379,032
Acturial value of plan assets2019-12-3145,379,032
Funding target for retired participants and beneficiaries receiving payment2019-12-3123,391,939
Number of terminated vested participants2019-12-3167
Fundng target for terminated vested participants2019-12-313,061,725
Active participant vested funding target2019-12-3111,885,281
Number of active participants2019-12-31194
Total funding liabilities for active participants2019-12-3111,885,281
Total participant count2019-12-31463
Total funding target for all participants2019-12-3138,338,945
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3117,306,457
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,363,323
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3114,943,134
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3114,330,466
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31491,129
Net shortfall amortization installment of oustanding balance2019-12-317,290,379
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,045,750
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-312,045,750
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01463
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-01193
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3149,667,136
Acturial value of plan assets2018-12-3149,667,136
Funding target for retired participants and beneficiaries receiving payment2018-12-3122,812,473
Number of terminated vested participants2018-12-3160
Fundng target for terminated vested participants2018-12-312,202,476
Active participant vested funding target2018-12-3111,186,312
Number of active participants2018-12-31213
Total funding liabilities for active participants2018-12-3111,186,312
Total participant count2018-12-31476
Total funding target for all participants2018-12-3136,201,261
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3114,875,020
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-312,155,144
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3112,719,876
Present value of excess contributions2018-12-312,455,113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,779,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,779,087
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3117,306,457
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31487,211
Net shortfall amortization installment of oustanding balance2018-12-313,840,582
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,750,951
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-312,363,323
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01476
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-01190
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3143,353,150
Acturial value of plan assets2017-12-3143,353,150
Funding target for retired participants and beneficiaries receiving payment2017-12-3122,708,943
Number of terminated vested participants2017-12-3166
Fundng target for terminated vested participants2017-12-312,714,240
Active participant vested funding target2017-12-3110,168,438
Number of active participants2017-12-31227
Total funding liabilities for active participants2017-12-3110,171,333
Total participant count2017-12-31494
Total funding target for all participants2017-12-3135,594,516
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3114,182,552
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-311,688,192
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3112,494,360
Present value of excess contributions2017-12-311,272,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,376,655
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,361,120
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3114,875,020
Total employer contributions2017-12-313,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,751,345
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31468,307
Net shortfall amortization installment of oustanding balance2017-12-317,116,386
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,451,376
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-312,155,144
Additional cash requirement2017-12-31296,232
Contributions allocatedtoward minimum required contributions for current year2017-12-312,751,345
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01494
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-01193
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3143,415,046
Acturial value of plan assets2016-12-3143,415,046
Funding target for retired participants and beneficiaries receiving payment2016-12-3121,631,941
Number of terminated vested participants2016-12-31113
Fundng target for terminated vested participants2016-12-313,885,001
Active participant vested funding target2016-12-3110,854,390
Number of active participants2016-12-31266
Total funding liabilities for active participants2016-12-3110,854,675
Total participant count2016-12-31570
Total funding target for all participants2016-12-3136,371,617
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3114,040,548
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-311,455,425
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3112,585,123
Present value of excess contributions2016-12-311,509,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,521,918
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,521,918
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3114,182,552
Total employer contributions2016-12-312,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,822,820
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31485,808
Net shortfall amortization installment of oustanding balance2016-12-317,139,123
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,238,217
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-311,688,192
Additional cash requirement2016-12-31550,025
Contributions allocatedtoward minimum required contributions for current year2016-12-311,822,820
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01570
Total number of active participants reported on line 7a of the Form 55002016-01-01227
Number of retired or separated participants receiving benefits2016-01-01191
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01579
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-01183
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01597
Total number of active participants reported on line 7a of the Form 55002014-01-01293
Number of retired or separated participants receiving benefits2014-01-01166
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01610
Total number of active participants reported on line 7a of the Form 55002013-01-01332
Number of retired or separated participants receiving benefits2013-01-01161
Number of other retired or separated participants entitled to future benefits2013-01-0196
Total of all active and inactive participants2013-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01632
Total number of active participants reported on line 7a of the Form 55002012-01-01371
Number of retired or separated participants receiving benefits2012-01-01144
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01661
Total number of active participants reported on line 7a of the Form 55002011-01-01420
Number of retired or separated participants receiving benefits2011-01-01130
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01653
Total number of active participants reported on line 7a of the Form 55002010-01-01442
Number of retired or separated participants receiving benefits2010-01-01127
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0129
2009: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01608
Total number of active participants reported on line 7a of the Form 55002009-01-01457
Number of retired or separated participants receiving benefits2009-01-01128
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN

Measure Date Value
2023 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$536,110
Total unrealized appreciation/depreciation of assets2023-12-31$536,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,632,933
Total loss/gain on sale of assets2023-12-31$5,316
Total of all expenses incurred2023-12-31$2,683,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,678,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$54,348,178
Value of total assets at beginning of year2023-12-31$49,398,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,366
Total interest from all sources2023-12-31$434,919
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$681,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$681,179
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$127,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$98,978
Total non interest bearing cash at end of year2023-12-31$221,339
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,949,375
Value of net assets at end of year (total assets less liabilities)2023-12-31$54,348,178
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$49,398,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$5,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$35,554,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$32,983,064
Income. Interest from US Government securities2023-12-31$134,271
Income. Interest from corporate debt instruments2023-12-31$220,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$3,566,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$4,261,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$4,261,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$80,313
Asset value of US Government securities at end of year2023-12-31$7,942,167
Asset value of US Government securities at beginning of year2023-12-31$6,628,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,975,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,678,192
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$6,936,484
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$5,426,645
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$1,570,000
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,564,684
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,951,739
Total unrealized appreciation/depreciation of assets2022-12-31$-1,951,739
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$0
Total income from all sources (including contributions)2022-12-31$-8,463,386
Total loss/gain on sale of assets2022-12-31$-11,475
Total of all expenses incurred2022-12-31$2,616,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,616,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$49,398,803
Value of total assets at beginning of year2022-12-31$60,479,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$322,638
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$694,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$694,791
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$98,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$95,615
Other income not declared elsewhere2022-12-31$799
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$212,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,080,344
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,398,803
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,479,147
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,983,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,951,065
Income. Interest from US Government securities2022-12-31$103,602
Income. Interest from corporate debt instruments2022-12-31$170,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,261,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,633,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,633,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$48,697
Asset value of US Government securities at end of year2022-12-31$6,628,590
Asset value of US Government securities at beginning of year2022-12-31$7,050,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,518,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,616,958
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,426,645
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,536,242
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2022-12-31$1,675,203
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,686,678
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-557,564
Total unrealized appreciation/depreciation of assets2021-12-31$-557,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,643,670
Total loss/gain on sale of assets2021-12-31$-8,755
Total of all expenses incurred2021-12-31$2,531,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,531,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$60,479,147
Value of total assets at beginning of year2021-12-31$55,367,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$300,298
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$776,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$776,410
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$95,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$89,652
Other income not declared elsewhere2021-12-31$330
Total non interest bearing cash at end of year2021-12-31$212,169
Total non interest bearing cash at beginning of year2021-12-31$208,026
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$5,112,097
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,479,147
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,367,050
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,951,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,601,911
Income. Interest from US Government securities2021-12-31$66,084
Income. Interest from corporate debt instruments2021-12-31$177,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,633,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,541,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,541,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$57,076
Asset value of US Government securities at end of year2021-12-31$7,050,472
Asset value of US Government securities at beginning of year2021-12-31$5,721,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,132,951
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,531,573
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,536,242
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,204,233
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
Aggregate proceeds on sale of assets2021-12-31$2,255,420
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,264,175
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$256,507
Total unrealized appreciation/depreciation of assets2020-12-31$256,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,446,336
Total loss/gain on sale of assets2020-12-31$34,440
Total of all expenses incurred2020-12-31$2,686,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,686,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$55,367,050
Value of total assets at beginning of year2020-12-31$51,607,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$346,405
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$645,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$645,335
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$89,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$135,059
Other income not declared elsewhere2020-12-31$140,150
Total non interest bearing cash at end of year2020-12-31$208,026
Total non interest bearing cash at beginning of year2020-12-31$202,746
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$3,759,483
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,367,050
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,607,567
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,601,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,334,742
Income. Interest from US Government securities2020-12-31$109,603
Income. Interest from corporate debt instruments2020-12-31$192,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,541,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,231,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,231,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$44,774
Asset value of US Government securities at end of year2020-12-31$5,721,423
Asset value of US Government securities at beginning of year2020-12-31$6,162,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,023,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,686,853
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,204,233
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$6,540,608
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
Aggregate proceeds on sale of assets2020-12-31$10,456,613
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,422,173
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$446,499
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$446,499
Total unrealized appreciation/depreciation of assets2019-12-31$446,499
Total unrealized appreciation/depreciation of assets2019-12-31$446,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,696,458
Total income from all sources (including contributions)2019-12-31$8,696,458
Total loss/gain on sale of assets2019-12-31$62,727
Total loss/gain on sale of assets2019-12-31$62,727
Total of all expenses incurred2019-12-31$2,467,923
Total of all expenses incurred2019-12-31$2,467,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,467,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,467,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$51,607,567
Value of total assets at end of year2019-12-31$51,607,567
Value of total assets at beginning of year2019-12-31$45,379,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$457,162
Total interest from all sources2019-12-31$457,162
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$723,599
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$723,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$723,599
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$723,599
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$135,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$135,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$134,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$134,755
Other income not declared elsewhere2019-12-31$1,655
Other income not declared elsewhere2019-12-31$1,655
Total non interest bearing cash at end of year2019-12-31$202,746
Total non interest bearing cash at beginning of year2019-12-31$198,691
Total non interest bearing cash at beginning of year2019-12-31$198,691
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
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$6,228,535
Value of net income/loss2019-12-31$6,228,535
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,607,567
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,607,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,379,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,334,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,334,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,360,247
Income. Interest from US Government securities2019-12-31$146,774
Income. Interest from US Government securities2019-12-31$146,774
Income. Interest from corporate debt instruments2019-12-31$210,108
Income. Interest from corporate debt instruments2019-12-31$210,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,231,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,231,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,487,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,487,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,487,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,487,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$100,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$100,280
Asset value of US Government securities at end of year2019-12-31$6,162,894
Asset value of US Government securities at end of year2019-12-31$6,162,894
Asset value of US Government securities at beginning of year2019-12-31$6,166,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,004,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,004,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,467,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,467,923
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,540,608
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,540,608
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$6,031,015
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,710,000
Aggregate proceeds on sale of assets2019-12-31$5,710,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,647,273
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,647,273
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-201,583
Total unrealized appreciation/depreciation of assets2018-12-31$-201,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,923,027
Total loss/gain on sale of assets2018-12-31$-2,279
Total of all expenses incurred2018-12-31$2,451,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,451,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$45,379,032
Value of total assets at beginning of year2018-12-31$49,753,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$427,161
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$635,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$635,215
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$134,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$112,333
Other income not declared elsewhere2018-12-31$482
Total non interest bearing cash at end of year2018-12-31$198,691
Total non interest bearing cash at beginning of year2018-12-31$195,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,374,155
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,379,032
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,753,187
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,360,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,142,270
Income. Interest from US Government securities2018-12-31$131,578
Income. Interest from corporate debt instruments2018-12-31$163,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,487,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,418,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,418,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$131,982
Asset value of US Government securities at end of year2018-12-31$6,166,809
Asset value of US Government securities at beginning of year2018-12-31$4,910,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,782,023
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,451,128
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$6,031,015
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$5,973,697
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
Aggregate proceeds on sale of assets2018-12-31$1,375,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,377,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-5,593
Total unrealized appreciation/depreciation of assets2017-12-31$-5,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,819,480
Total loss/gain on sale of assets2017-12-31$-4,641
Total of all expenses incurred2017-12-31$2,484,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,484,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,000,000
Value of total assets at end of year2017-12-31$49,753,187
Value of total assets at beginning of year2017-12-31$43,418,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$379,507
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$598,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$598,942
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$112,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$107,005
Other income not declared elsewhere2017-12-31$110
Total non interest bearing cash at end of year2017-12-31$195,803
Total non interest bearing cash at beginning of year2017-12-31$193,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,334,728
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,753,187
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,418,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,142,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,292,395
Income. Interest from US Government securities2017-12-31$90,660
Income. Interest from corporate debt instruments2017-12-31$198,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,418,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,813,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,813,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$90,026
Asset value of US Government securities at end of year2017-12-31$4,910,632
Asset value of US Government securities at beginning of year2017-12-31$3,543,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,851,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,000,000
Employer contributions (assets) at end of year2017-12-31$3,000,000
Employer contributions (assets) at beginning of year2017-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,484,752
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,973,697
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$6,468,231
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,457,492
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,462,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-146,514
Total unrealized appreciation/depreciation of assets2016-12-31$-146,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,334,465
Total loss/gain on sale of assets2016-12-31$26,853
Total of all expenses incurred2016-12-31$5,406,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,406,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,000,000
Value of total assets at end of year2016-12-31$43,418,459
Value of total assets at beginning of year2016-12-31$43,490,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$388,509
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$589,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$589,152
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$107,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$120,823
Other income not declared elsewhere2016-12-31$49
Total non interest bearing cash at end of year2016-12-31$193,682
Total non interest bearing cash at beginning of year2016-12-31$182,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-72,025
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,418,459
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,490,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,292,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,550,108
Income. Interest from US Government securities2016-12-31$90,392
Income. Interest from corporate debt instruments2016-12-31$213,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,813,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,074,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,074,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$84,374
Asset value of US Government securities at end of year2016-12-31$3,543,925
Asset value of US Government securities at beginning of year2016-12-31$4,810,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,476,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,000,000
Employer contributions (assets) at end of year2016-12-31$2,000,000
Employer contributions (assets) at beginning of year2016-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,406,490
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,468,231
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,751,883
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,419,425
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,392,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-54,509
Total unrealized appreciation/depreciation of assets2015-12-31$-54,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$290,000
Total income from all sources (including contributions)2015-12-31$2,250,345
Total loss/gain on sale of assets2015-12-31$802
Total of all expenses incurred2015-12-31$2,196,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,196,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,000,000
Value of total assets at end of year2015-12-31$43,490,484
Value of total assets at beginning of year2015-12-31$43,726,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$404,212
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$551,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$551,162
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$120,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$436,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$290,000
Other income not declared elsewhere2015-12-31$5,192
Total non interest bearing cash at end of year2015-12-31$182,816
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$54,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,490,484
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,436,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,550,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,924,733
Income. Interest from US Government securities2015-12-31$111,214
Income. Interest from corporate debt instruments2015-12-31$219,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,074,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,521,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,521,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$73,343
Asset value of US Government securities at end of year2015-12-31$4,810,735
Asset value of US Government securities at beginning of year2015-12-31$3,223,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-656,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,000,000
Employer contributions (assets) at end of year2015-12-31$2,000,000
Employer contributions (assets) at beginning of year2015-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,196,336
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,751,883
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$5,621,462
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,385,065
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,384,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$232,806
Total unrealized appreciation/depreciation of assets2014-12-31$232,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$290,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,834
Total income from all sources (including contributions)2014-12-31$4,868,072
Total loss/gain on sale of assets2014-12-31$-5,985
Total of all expenses incurred2014-12-31$1,978,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,978,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,000,000
Value of total assets at end of year2014-12-31$43,726,475
Value of total assets at beginning of year2014-12-31$40,577,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$367,066
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$569,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$569,511
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$436,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$98,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$290,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$29,834
Other income not declared elsewhere2014-12-31$1,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,889,086
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,436,475
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,547,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,924,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,545,894
Income. Interest from US Government securities2014-12-31$82,170
Income. Interest from corporate debt instruments2014-12-31$183,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,521,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,889,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,889,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$101,286
Asset value of US Government securities at end of year2014-12-31$3,223,012
Asset value of US Government securities at beginning of year2014-12-31$3,790,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,702,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,000,000
Employer contributions (assets) at end of year2014-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,978,986
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$5,621,462
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,252,786
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,572,073
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,578,058
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-422,777
Total unrealized appreciation/depreciation of assets2013-12-31$-422,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,000
Total income from all sources (including contributions)2013-12-31$5,888,292
Total loss/gain on sale of assets2013-12-31$-12,152
Total of all expenses incurred2013-12-31$1,761,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,761,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$40,577,223
Value of total assets at beginning of year2013-12-31$36,435,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$347,915
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$517,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$517,223
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$98,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$90,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$29,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,000
Other income not declared elsewhere2013-12-31$2,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,126,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,547,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,420,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,545,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,282,029
Income. Interest from US Government securities2013-12-31$76,485
Income. Interest from corporate debt instruments2013-12-31$164,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,889,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,329,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,329,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$106,881
Asset value of US Government securities at end of year2013-12-31$3,790,031
Asset value of US Government securities at beginning of year2013-12-31$2,834,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,455,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,761,350
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,252,786
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,899,735
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,697,125
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,709,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$106,960
Total unrealized appreciation/depreciation of assets2012-12-31$106,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$100,000
Total income from all sources (including contributions)2012-12-31$4,765,451
Total loss/gain on sale of assets2012-12-31$342,595
Total of all expenses incurred2012-12-31$1,557,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,557,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,000,000
Value of total assets at end of year2012-12-31$36,435,447
Value of total assets at beginning of year2012-12-31$33,312,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$354,621
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$458,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$254,163
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$90,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$177,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$100,000
Other income not declared elsewhere2012-12-31$196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,207,789
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,420,447
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,212,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,282,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,673,725
Income. Interest from US Government securities2012-12-31$65,041
Income. Interest from corporate debt instruments2012-12-31$192,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,329,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,743,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,743,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$97,518
Asset value of US Government securities at end of year2012-12-31$2,834,058
Asset value of US Government securities at beginning of year2012-12-31$2,459,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,502,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,000,000
Employer contributions (assets) at end of year2012-12-31$2,000,000
Employer contributions (assets) at beginning of year2012-12-31$8,000,000
Income. Dividends from common stock2012-12-31$204,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,557,662
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,899,735
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$4,202,672
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,055,741
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$16,753,461
Aggregate carrying amount (costs) on sale of assets2012-12-31$16,410,866
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$17,263
Total unrealized appreciation/depreciation of assets2011-12-31$17,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$100,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,332,423
Total loss/gain on sale of assets2011-12-31$-86,062
Total of all expenses incurred2011-12-31$1,485,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,485,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,200,000
Value of total assets at end of year2011-12-31$33,312,658
Value of total assets at beginning of year2011-12-31$24,365,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$345,471
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$302,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,589
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$177,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$101,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$100,000
Other income not declared elsewhere2011-12-31$16,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,847,062
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,212,658
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,365,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,673,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,049,647
Income. Interest from US Government securities2011-12-31$62,060
Income. Interest from corporate debt instruments2011-12-31$212,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,743,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,191,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,191,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$70,469
Asset value of US Government securities at end of year2011-12-31$2,459,377
Asset value of US Government securities at beginning of year2011-12-31$2,482,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-462,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,200,000
Employer contributions (assets) at end of year2011-12-31$8,000,000
Income. Dividends from common stock2011-12-31$177,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,485,361
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$4,202,672
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,421,626
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,055,741
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$8,118,598
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,629,661
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,715,723
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,399,703
Total unrealized appreciation/depreciation of assets2010-12-31$1,399,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$75,000
Total income from all sources (including contributions)2010-12-31$4,132,778
Total loss/gain on sale of assets2010-12-31$102,859
Total of all expenses incurred2010-12-31$1,373,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,373,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,000,000
Value of total assets at end of year2010-12-31$24,365,596
Value of total assets at beginning of year2010-12-31$21,681,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$391,140
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$237,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$85,162
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$101,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$101,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$75,000
Other income not declared elsewhere2010-12-31$1,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,759,244
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,365,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,606,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,049,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,967,753
Income. Interest from US Government securities2010-12-31$97,197
Income. Interest from corporate debt instruments2010-12-31$205,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,191,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,570,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,570,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$88,486
Asset value of US Government securities at end of year2010-12-31$2,482,503
Asset value of US Government securities at beginning of year2010-12-31$2,156,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,000,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$152,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,373,534
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,421,626
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,218,919
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$8,118,598
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,665,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,934,642
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,831,783
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN

2023: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 benefit arrangement - TrustYes
2021: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVEST CORPORATION OF PENNSYLVANIA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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