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UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 401k Plan overview

Plan NameUNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN
Plan identification number 002

UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

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 DEFERRED SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01THERESA SCHWARTZER
0022018-01-01
0022017-01-01THERESA SCHWARTZER
0022016-01-01M. THERESA SCHWARTZER
0022015-01-01M. THERESA SCHWARTZER
0022014-01-01THERESA SCHWARTZER THERESA SCHWARTZER2015-07-02
0022013-01-01THERESA SCHWARTZER THERESA SCHWARTZER2014-07-03
0022012-01-01THERESA SCHWARTZER THERESA SCHWARTZER2013-07-09
0022011-01-01THERESA SCHWARTZER THERESA SCHWARTZER2012-08-21
0022010-01-01THERESA SCHWARTZER THERESA SCHWARTZER2011-07-06
0022009-01-01THERESA SCHWARTZER
0022009-01-01THERESA SCHWARTZER THERESA SCHWARTZER2010-07-29
0022009-01-01THERESA SCHWARTZER THERESA SCHWARTZER2010-07-28
0022009-01-01THERESA SCHWARTZER THERESA SCHWARTZER2010-07-28

Plan Statistics for UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN

401k plan membership statisitcs for UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN

Measure Date Value
2023: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,143
Total number of active participants reported on line 7a of the Form 55002023-01-01965
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01215
Total of all active and inactive participants2023-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,180
Number of participants with account balances2023-01-011,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,085
Total number of active participants reported on line 7a of the Form 55002022-01-01949
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01194
Total of all active and inactive participants2022-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,143
Number of participants with account balances2022-01-011,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,041
Total number of active participants reported on line 7a of the Form 55002021-01-01904
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01181
Total of all active and inactive participants2021-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,085
Number of participants with account balances2021-01-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01982
Total number of active participants reported on line 7a of the Form 55002020-01-01880
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,041
Number of participants with account balances2020-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01961
Total number of active participants reported on line 7a of the Form 55002019-01-01839
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01982
Number of participants with account balances2019-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0187
2018: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,079
Total number of active participants reported on line 7a of the Form 55002018-01-01810
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01151
Total of all active and inactive participants2018-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01961
Number of participants with account balances2018-01-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0198
2017: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,005
Total number of active participants reported on line 7a of the Form 55002017-01-01864
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01214
Total of all active and inactive participants2017-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,079
Number of participants with account balances2017-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0173
2016: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,005
Total number of active participants reported on line 7a of the Form 55002016-01-01832
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-01199
Total of all active and inactive participants2016-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,055
Number of participants with account balances2016-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01813
Total number of active participants reported on line 7a of the Form 55002015-01-01736
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-01128
Total of all active and inactive participants2015-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01882
Number of participants with account balances2015-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0144
2014: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01735
Total number of active participants reported on line 7a of the Form 55002014-01-01652
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01761
Number of participants with account balances2014-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01708
Total number of active participants reported on line 7a of the Form 55002013-01-01615
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01697
Number of participants with account balances2013-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01653
Total number of active participants reported on line 7a of the Form 55002012-01-01622
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01691
Number of participants with account balances2012-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01641
Total number of active participants reported on line 7a of the Form 55002011-01-01567
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01634
Number of participants with account balances2011-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01606
Total number of active participants reported on line 7a of the Form 55002010-01-01568
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01632
Number of participants with account balances2010-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01624
Total number of active participants reported on line 7a of the Form 55002009-01-01546
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01607
Number of participants with account balances2009-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN

Measure Date Value
2023 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-306,732
Total unrealized appreciation/depreciation of assets2023-12-31$-306,732
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$24,726,651
Total loss/gain on sale of assets2023-12-31$-132,163
Total of all expenses incurred2023-12-31$6,398,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,205,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,326,436
Value of total assets at end of year2023-12-31$109,454,489
Value of total assets at beginning of year2023-12-31$91,126,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$193,382
Total interest from all sources2023-12-31$80,174
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,113,873
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$2,024,045
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,177,607
Participant contributions at end of year2023-12-31$978,405
Participant contributions at beginning of year2023-12-31$752,662
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,122,393
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$738,060
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$953,762
Other income not declared elsewhere2023-12-31$77,912
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$18,327,700
Value of net assets at end of year (total assets less liabilities)2023-12-31$109,454,489
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$91,126,789
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$856
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$98,559,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$77,240,586
Interest on participant loans2023-12-31$53,418
Value of interest in common/collective trusts at end of year2023-12-31$5,886,988
Value of interest in common/collective trusts at beginning of year2023-12-31$8,913,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$553,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$692,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$692,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$26,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$12,356,222
Net investment gain or loss from common/collective trusts2023-12-31$210,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
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
Assets. Invements in employer securities at end of year2023-12-31$2,218,487
Assets. Invements in employer securities at beginning of year2023-12-31$2,662,124
Contributions received in cash from employer2023-12-31$2,195,067
Employer contributions (assets) at end of year2023-12-31$135,465
Employer contributions (assets) at beginning of year2023-12-31$127,182
Income. Dividends from common stock2023-12-31$89,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,205,569
Contract administrator fees2023-12-31$192,526
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$423,142
Aggregate carrying amount (costs) on sale of assets2023-12-31$555,305
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-429,321
Total unrealized appreciation/depreciation of assets2022-12-31$-429,321
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$0
Total income from all sources (including contributions)2022-12-31$-2,810,618
Total loss/gain on sale of assets2022-12-31$33,774
Total of all expenses incurred2022-12-31$7,300,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,112,311
Value of total corrective distributions2022-12-31$8,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,786,238
Value of total assets at end of year2022-12-31$91,126,789
Value of total assets at beginning of year2022-12-31$101,238,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$179,986
Total interest from all sources2022-12-31$44,090
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,385,764
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$1,298,840
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,603,167
Participant contributions at end of year2022-12-31$752,662
Participant contributions at beginning of year2022-12-31$578,610
Assets. Other investments not covered elsewhere at end of year2022-12-31$738,060
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$932,566
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,095,590
Other income not declared elsewhere2022-12-31$-352,684
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$-10,111,584
Value of net assets at end of year (total assets less liabilities)2022-12-31$91,126,789
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,238,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$441
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,240,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,977,195
Interest on participant loans2022-12-31$34,104
Value of interest in common/collective trusts at end of year2022-12-31$8,913,939
Value of interest in common/collective trusts at beginning of year2022-12-31$5,622,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$692,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$772,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$772,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,482,086
Net investment gain or loss from common/collective trusts2022-12-31$203,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$2,662,124
Assets. Invements in employer securities at beginning of year2022-12-31$3,251,227
Contributions received in cash from employer2022-12-31$2,087,481
Employer contributions (assets) at end of year2022-12-31$127,182
Employer contributions (assets) at beginning of year2022-12-31$103,106
Income. Dividends from common stock2022-12-31$86,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,112,311
Contract administrator fees2022-12-31$179,545
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$193,555
Aggregate carrying amount (costs) on sale of assets2022-12-31$159,781
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 DEFERRED SALARY SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,049,499
Total unrealized appreciation/depreciation of assets2021-12-31$1,049,499
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,501,512
Total loss/gain on sale of assets2021-12-31$48,808
Total of all expenses incurred2021-12-31$6,177,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,984,456
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,063,172
Value of total assets at end of year2021-12-31$101,238,373
Value of total assets at beginning of year2021-12-31$82,914,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$192,709
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$28,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,112,200
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$1,023,281
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$6,056,867
Participant contributions at end of year2021-12-31$578,610
Participant contributions at beginning of year2021-12-31$547,123
Assets. Other investments not covered elsewhere at end of year2021-12-31$932,566
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,081,938
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,145,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$-149,373
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$18,324,347
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,238,373
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,914,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$617
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$89,977,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,582,530
Interest on participant loans2021-12-31$28,447
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$5,622,925
Value of interest in common/collective trusts at beginning of year2021-12-31$4,485,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$772,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$605,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$605,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$35
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,251,970
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$96,754
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$3,251,227
Assets. Invements in employer securities at beginning of year2021-12-31$2,519,362
Contributions received in cash from employer2021-12-31$1,860,834
Employer contributions (assets) at end of year2021-12-31$103,106
Employer contributions (assets) at beginning of year2021-12-31$92,778
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$88,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,984,456
Contract administrator fees2021-12-31$192,092
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$366,443
Aggregate carrying amount (costs) on sale of assets2021-12-31$317,635
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG, LLP
Accountancy firm EIN2021-12-31135565207
2020 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-234,855
Total unrealized appreciation/depreciation of assets2020-12-31$-234,855
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$17,562,219
Total loss/gain on sale of assets2020-12-31$-374,041
Total of all expenses incurred2020-12-31$3,492,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,336,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,983,743
Value of total assets at end of year2020-12-31$82,914,026
Value of total assets at beginning of year2020-12-31$68,843,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$155,187
Total interest from all sources2020-12-31$31,498
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$917,342
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$845,318
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$5,359,325
Participant contributions at end of year2020-12-31$547,123
Participant contributions at beginning of year2020-12-31$518,213
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,081,938
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$541,021
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$871,218
Other income not declared elsewhere2020-12-31$540,917
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$14,070,189
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,914,026
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,843,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,582,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,762,271
Interest on participant loans2020-12-31$29,401
Value of interest in common/collective trusts at end of year2020-12-31$4,485,034
Value of interest in common/collective trusts at beginning of year2020-12-31$2,303,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$605,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$764,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$764,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,615,676
Net investment gain or loss from common/collective trusts2020-12-31$81,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$2,519,362
Assets. Invements in employer securities at beginning of year2020-12-31$2,910,317
Contributions received in cash from employer2020-12-31$1,753,200
Employer contributions (assets) at end of year2020-12-31$92,778
Employer contributions (assets) at beginning of year2020-12-31$44,064
Income. Dividends from common stock2020-12-31$72,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,336,843
Contract administrator fees2020-12-31$153,255
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$623,354
Aggregate carrying amount (costs) on sale of assets2020-12-31$997,395
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 DEFERRED SALARY SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$557,119
Total unrealized appreciation/depreciation of assets2019-12-31$557,119
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$20,317,459
Total loss/gain on sale of assets2019-12-31$69,547
Total of all expenses incurred2019-12-31$7,412,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,268,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,407,520
Value of total assets at end of year2019-12-31$68,843,837
Value of total assets at beginning of year2019-12-31$55,938,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$143,688
Total interest from all sources2019-12-31$38,989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,019,697
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$928,224
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$4,755,141
Participant contributions at end of year2019-12-31$518,213
Participant contributions at beginning of year2019-12-31$396,420
Assets. Other investments not covered elsewhere at end of year2019-12-31$541,021
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$361,669
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,134,564
Other income not declared elsewhere2019-12-31$149,154
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$12,904,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,843,837
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,938,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$405
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,762,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,469,381
Interest on participant loans2019-12-31$23,871
Value of interest in common/collective trusts at end of year2019-12-31$2,303,643
Value of interest in common/collective trusts at beginning of year2019-12-31$2,366,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$764,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$657,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$657,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,008,610
Net investment gain or loss from common/collective trusts2019-12-31$66,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,910,317
Assets. Invements in employer securities at beginning of year2019-12-31$2,644,719
Contributions received in cash from employer2019-12-31$1,517,815
Employer contributions (assets) at end of year2019-12-31$44,064
Employer contributions (assets) at beginning of year2019-12-31$42,401
Income. Dividends from common stock2019-12-31$91,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,268,777
Contract administrator fees2019-12-31$143,283
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$419,752
Aggregate carrying amount (costs) on sale of assets2019-12-31$350,205
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
2018 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-733,576
Total unrealized appreciation/depreciation of assets2018-12-31$-733,576
Total transfer of assets to this plan2018-12-31$1,150
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$2,875,637
Total loss/gain on sale of assets2018-12-31$-17,837
Total of all expenses incurred2018-12-31$3,955,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,813,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,100,812
Value of total assets at end of year2018-12-31$55,938,843
Value of total assets at beginning of year2018-12-31$57,018,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$141,976
Total interest from all sources2018-12-31$35,900
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$909,489
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$815,116
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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
Contributions received from participants2018-12-31$4,420,881
Participant contributions at end of year2018-12-31$396,420
Participant contributions at beginning of year2018-12-31$349,058
Assets. Other investments not covered elsewhere at end of year2018-12-31$361,669
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$197,541
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,321,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$194,325
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,079,841
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,938,843
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,018,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,469,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,933,378
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$21,644
Value of interest in common/collective trusts at end of year2018-12-31$2,366,710
Value of interest in common/collective trusts at beginning of year2018-12-31$1,258,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$657,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$905,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$905,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,666,657
Net investment gain or loss from common/collective trusts2018-12-31$53,181
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
Assets. Invements in employer securities at end of year2018-12-31$2,644,719
Assets. Invements in employer securities at beginning of year2018-12-31$3,330,236
Contributions received in cash from employer2018-12-31$1,358,111
Employer contributions (assets) at end of year2018-12-31$42,401
Employer contributions (assets) at beginning of year2018-12-31$44,712
Income. Dividends from common stock2018-12-31$94,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,813,502
Contract administrator fees2018-12-31$140,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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$555,233
Aggregate carrying amount (costs) on sale of assets2018-12-31$573,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-355,228
Total unrealized appreciation/depreciation of assets2017-12-31$-355,228
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$20,788
Total income from all sources (including contributions)2017-12-31$14,112,762
Total loss/gain on sale of assets2017-12-31$-54,171
Total of all expenses incurred2017-12-31$5,613,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,490,752
Value of total corrective distributions2017-12-31$21,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,473,790
Value of total assets at end of year2017-12-31$57,018,684
Value of total assets at beginning of year2017-12-31$48,540,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,875
Total interest from all sources2017-12-31$10,184
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$648,023
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$541,984
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$4,135,705
Participant contributions at end of year2017-12-31$349,058
Participant contributions at beginning of year2017-12-31$28,665
Assets. Other investments not covered elsewhere at end of year2017-12-31$197,541
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$791,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$33,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,788
Other income not declared elsewhere2017-12-31$-5,458
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$8,733
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$8,498,833
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,018,684
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,519,851
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
Investment advisory and management fees2017-12-31$457
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,933,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$847,249
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$42,567,743
Interest on participant loans2017-12-31$5,283
Value of interest in common/collective trusts at end of year2017-12-31$1,258,078
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$905,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$233,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$233,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,835,788
Net investment gain/loss from pooled separate accounts2017-12-31$3,541,107
Net investment gain or loss from common/collective trusts2017-12-31$18,727
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
Assets. Invements in employer securities at end of year2017-12-31$3,330,236
Assets. Invements in employer securities at beginning of year2017-12-31$4,748,527
Contributions received in cash from employer2017-12-31$1,546,224
Employer contributions (assets) at end of year2017-12-31$44,712
Employer contributions (assets) at beginning of year2017-12-31$72,762
Income. Dividends from common stock2017-12-31$106,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,490,752
Contract administrator fees2017-12-31$101,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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$1,008,892
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,063,063
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 DEFERRED SALARY SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,542,887
Total unrealized appreciation/depreciation of assets2016-12-31$1,542,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$65,499
Total income from all sources (including contributions)2016-12-31$13,182,700
Total loss/gain on sale of assets2016-12-31$45,459
Total of all expenses incurred2016-12-31$5,463,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,463,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,199,818
Value of total assets at end of year2016-12-31$48,540,639
Value of total assets at beginning of year2016-12-31$40,865,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$2,268
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$159,806
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$30,747
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$3,630,981
Participant contributions at end of year2016-12-31$28,665
Participant contributions at beginning of year2016-12-31$70,488
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,376,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$33,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$38,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$65,499
Other income not declared elsewhere2016-12-31$-647
Total non interest bearing cash at end of year2016-12-31$8,733
Total non interest bearing cash at beginning of year2016-12-31$5,132
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$7,719,445
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,519,851
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,800,406
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$847,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$920,289
Value of interest in pooled separate accounts at end of year2016-12-31$42,567,743
Value of interest in pooled separate accounts at beginning of year2016-12-31$36,207,071
Interest on participant loans2016-12-31$2,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$233,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,960
Net investment gain/loss from pooled separate accounts2016-12-31$3,221,149
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
Assets. Invements in employer securities at end of year2016-12-31$4,748,527
Assets. Invements in employer securities at beginning of year2016-12-31$3,542,529
Contributions received in cash from employer2016-12-31$1,191,891
Employer contributions (assets) at end of year2016-12-31$72,762
Employer contributions (assets) at beginning of year2016-12-31$61,355
Income. Dividends from common stock2016-12-31$129,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,463,255
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$382,348
Aggregate carrying amount (costs) on sale of assets2016-12-31$336,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$105,290
Total unrealized appreciation/depreciation of assets2015-12-31$105,290
Total transfer of assets to this plan2015-12-31$2,860,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$65,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$57,241
Total income from all sources (including contributions)2015-12-31$4,207,436
Total loss/gain on sale of assets2015-12-31$5,368
Total of all expenses incurred2015-12-31$4,663,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,663,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,326,022
Value of total assets at end of year2015-12-31$40,865,905
Value of total assets at beginning of year2015-12-31$38,453,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$3,733
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$176,658
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$30,961
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$2,997,023
Participant contributions at end of year2015-12-31$70,488
Participant contributions at beginning of year2015-12-31$18,119
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$318,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$38,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$65,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$57,241
Total non interest bearing cash at end of year2015-12-31$5,132
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-456,352
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,800,406
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,396,720
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$920,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,037,496
Value of interest in pooled separate accounts at end of year2015-12-31$36,207,071
Value of interest in pooled separate accounts at beginning of year2015-12-31$33,326,188
Interest on participant loans2015-12-31$3,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$46,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$46,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,207
Net investment gain/loss from pooled separate accounts2015-12-31$-376,428
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
Assets. Invements in employer securities at end of year2015-12-31$3,542,529
Assets. Invements in employer securities at beginning of year2015-12-31$3,917,533
Contributions received in cash from employer2015-12-31$1,010,240
Employer contributions (assets) at end of year2015-12-31$61,355
Employer contributions (assets) at beginning of year2015-12-31$63,119
Income. Dividends from common stock2015-12-31$145,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,663,788
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$485,662
Aggregate carrying amount (costs) on sale of assets2015-12-31$480,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-85,164
Total unrealized appreciation/depreciation of assets2014-12-31$-85,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$57,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,295
Total income from all sources (including contributions)2014-12-31$5,772,110
Total loss/gain on sale of assets2014-12-31$-34,080
Total of all expenses incurred2014-12-31$4,079,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,079,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,761,648
Value of total assets at end of year2014-12-31$38,465,562
Value of total assets at beginning of year2014-12-31$36,745,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$825
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$207,412
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$45,910
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$2,365,998
Participant contributions at end of year2014-12-31$18,119
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$565,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$48,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$57,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$30,295
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$1,693,049
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,408,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,715,272
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$1,037,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,058,751
Value of interest in pooled separate accounts at end of year2014-12-31$33,337,789
Value of interest in pooled separate accounts at beginning of year2014-12-31$30,991,826
Interest on participant loans2014-12-31$725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$46,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$60,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$60,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,746
Net investment gain/loss from pooled separate accounts2014-12-31$1,906,723
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
Assets. Invements in employer securities at end of year2014-12-31$3,917,533
Assets. Invements in employer securities at beginning of year2014-12-31$4,515,478
Contributions received in cash from employer2014-12-31$829,684
Employer contributions (assets) at end of year2014-12-31$63,119
Employer contributions (assets) at beginning of year2014-12-31$70,617
Income. Dividends from common stock2014-12-31$161,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,079,061
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$478,701
Aggregate carrying amount (costs) on sale of assets2014-12-31$512,781
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 DEFERRED SALARY SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$779,875
Total unrealized appreciation/depreciation of assets2013-12-31$779,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,354
Total income from all sources (including contributions)2013-12-31$9,484,338
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,906,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,906,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,369,178
Value of total assets at end of year2013-12-31$36,745,567
Value of total assets at beginning of year2013-12-31$31,177,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$119
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$233,105
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$55,625
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$2,076,394
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$520,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$48,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$40,354
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$5,578,057
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,715,272
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,137,215
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$1,058,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,320,302
Value of interest in pooled separate accounts at end of year2013-12-31$30,991,826
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,703,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$60,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$137,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$137,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-51,552
Net investment gain/loss from pooled separate accounts2013-12-31$5,153,613
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
Assets. Invements in employer securities at end of year2013-12-31$4,515,478
Assets. Invements in employer securities at beginning of year2013-12-31$3,947,535
Contributions received in cash from employer2013-12-31$772,682
Employer contributions (assets) at end of year2013-12-31$70,617
Employer contributions (assets) at beginning of year2013-12-31$64,026
Income. Dividends from common stock2013-12-31$177,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,906,281
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
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 DEFERRED SALARY SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$554,564
Total unrealized appreciation/depreciation of assets2012-12-31$554,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,471
Total income from all sources (including contributions)2012-12-31$6,737,792
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,774,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,774,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,825,501
Value of total assets at end of year2012-12-31$31,177,569
Value of total assets at beginning of year2012-12-31$26,206,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$239,023
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$56,883
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$1,830,111
Participant contributions at end of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$321,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$48,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$40,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,471
Other income not declared elsewhere2012-12-31$180
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,963,070
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,137,215
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,174,145
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$1,320,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,225,378
Value of interest in pooled separate accounts at end of year2012-12-31$25,703,367
Value of interest in pooled separate accounts at beginning of year2012-12-31$21,481,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$137,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$64,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,925
Net investment gain/loss from pooled separate accounts2012-12-31$3,103,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$3,947,535
Assets. Invements in employer securities at beginning of year2012-12-31$3,242,028
Contributions received in cash from employer2012-12-31$673,924
Employer contributions (assets) at end of year2012-12-31$64,026
Employer contributions (assets) at beginning of year2012-12-31$54,216
Income. Dividends from common stock2012-12-31$182,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,774,722
Contract administrator fees2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-895,060
Total unrealized appreciation/depreciation of assets2011-12-31$-895,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30
Total income from all sources (including contributions)2011-12-31$1,012,711
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,314,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,314,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,404,897
Value of total assets at end of year2011-12-31$26,206,616
Value of total assets at beginning of year2011-12-31$26,476,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$216
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$218,375
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$49,565
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$1,692,772
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$76,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$48,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$30
Other income not declared elsewhere2011-12-31$-649
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$-302,135
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,174,145
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,476,280
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$1,225,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,125,917
Value of interest in pooled separate accounts at end of year2011-12-31$21,481,505
Value of interest in pooled separate accounts at beginning of year2011-12-31$21,228,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$322,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$322,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$64,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$53,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$14,603
Net investment gain/loss from pooled separate accounts2011-12-31$-729,671
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
Assets. Invements in employer securities at end of year2011-12-31$3,242,028
Assets. Invements in employer securities at beginning of year2011-12-31$3,646,134
Contributions received in cash from employer2011-12-31$635,591
Employer contributions (assets) at end of year2011-12-31$54,216
Employer contributions (assets) at beginning of year2011-12-31$55,833
Income. Dividends from common stock2011-12-31$168,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,314,846
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
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 DEFERRED SALARY SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$323,810
Total unrealized appreciation/depreciation of assets2010-12-31$323,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$319
Total income from all sources (including contributions)2010-12-31$5,415,553
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$904,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$904,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,415,400
Value of total assets at end of year2010-12-31$26,476,310
Value of total assets at beginning of year2010-12-31$21,965,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$362
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$198,727
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$50,727
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$1,620,913
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$198,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$40,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$319
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$4,510,629
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,476,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,965,651
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$22,355,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,565,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$322,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$170,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$170,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$52,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,477,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Assets. Invements in employer securities at end of year2010-12-31$3,646,134
Assets. Invements in employer securities at beginning of year2010-12-31$3,151,894
Contributions received in cash from employer2010-12-31$595,575
Employer contributions (assets) at end of year2010-12-31$55,837
Employer contributions (assets) at beginning of year2010-12-31$37,308
Income. Dividends from common stock2010-12-31$148,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$904,924
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
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 DEFERRED SALARY SAVINGS 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 DEFERRED SALARY SAVINGS PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-03
Total amount of commissions paid to insurance brokerUSD $43,540
Total amount of fees paid to insurance companyUSD $16,857
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,540
Insurance broker organization code?3
Amount paid for insurance broker fees16857
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered774
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $76,066
Total amount of fees paid to insurance companyUSD $28,137
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,066
Insurance broker organization code?3
Amount paid for insurance broker fees28137
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered668
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $80,418
Total amount of fees paid to insurance companyUSD $19,093
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80,418
Insurance broker organization code?3
Amount paid for insurance broker fees19093
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN.
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered543
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $68,428
Total amount of fees paid to insurance companyUSD $13,431
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,428
Insurance broker organization code?3
Amount paid for insurance broker fees13431
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN.
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered518
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $59,004
Total amount of fees paid to insurance companyUSD $11,760
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,004
Insurance broker organization code?3
Amount paid for insurance broker fees11663
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN.
Insurance broker nameTHE VANGUARD GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered478
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $66,700
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55994
Policy instance 1
Insurance contract or identification number55994
Number of Individuals Covered502
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $54,628
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $46,127
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES

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