Plan Ledger DOL Form 5500 · updated monthly

Huntingdon Valley Bank401(k)

HUNTINGDON VALLEY BANK 401 K PROFIT SHARING PLAN AND TRUST · DOYLESTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.39%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Huntingdon Valley Bank reported $25,638 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,126 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Pennsylvania (2,684th of 3,651), and 624th of 786 in management of companies. In 2022, employees put in $5.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,561,204
Participants with balances152
Active participants130
Employer contributions$146,412
Employee contributions$827,541
Employer contribution per active participant$1,126
Average account balance$43,166
Benefits paid to participants$572,122
Plan auditUnmodified (clean) audit opinion
AuditorS.R. SNODGRASS, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $59K emplr
2022$6.6M · 152 accts · $146K emplr
Administrative expenses, itemized · 2022
Professional / advisory$25,638
Total administrative$25,638
The Huntingdon Valley Bank 401(k) match · 2022
Employer contribution per active participant$1,126
Median for plans this size$1,114

Huntingdon Valley Bank's 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$25,638 · 0.39%
All plans at this employer2
HUNTINGDON VALLEY BANK 401 K PROFIT SHARING PLAN AND TRUST401(k)
HUNTINGDON VALLEY BANK EMPLOYEE STOCK OWNERSHIP PLANESOP
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Byler Holdings, LLC PA$3.3M · 1.11%
Byler Holdings, LLC PA$2.3M · 0.91%
Kmi Holdings, Inc PA$2.2M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230718025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.