Plan Snapshot
- Plan Sponsor: Jersey Shore State Bank
- Sponsor EIN: 240622580
- Sponsor Address: 300 MARKET ST., WILLIAMSPORT, PA, 177016374
- Plan Type: DB
- Total Participants: 23
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23 | $25.5M | $0 | $0 |
| 2023 | 24 | $23.3M | $0 | $0 |
| 2022 | 25 | $20.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| S.R. SNODGRASS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $137,377 | $92,158 | — | — | — |
| 2023 | $118,908 | $84,271 | — | — | — |
| 2022 | $104,811 | $70,586 | — | — | $22,521 |