Univest Financial

Form 5500

UNIVEST FINANCIAL CORPORATION

P.O. Box 197, Souderton, Pa 18964 (215) 721-2400 EIN:23-1886144 Plan Admin:Theresa Fosko

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN Plan #002 Participants BOY/EOY1,143 / 1,180 Assets BOY/EOY$91,126,789 / $109,454,489	2023	UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN - Plan #002	1,143 / 1,180	$91,126,789 / $109,454,489
2023	Plan NameUNIVEST FINANCIAL CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY432 / 427 Assets BOY/EOY$49,398,803 / $54,348,178	2023	UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN - Plan #001	432 / 427	$49,398,803 / $54,348,178
2023	Plan NameUNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN Plan #501 Participants BOY/EOY1,267 / 0 Assets BOY/EOY$0 / $0	2023	UNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN - Plan #501	1,267 / 0	$0 / $0
2022	Plan NameUNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN Plan #002 Participants BOY/EOY1,085 / 1,143 Assets BOY/EOY$101,238,373 / $91,126,789	2022	UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN - Plan #002	1,085 / 1,143	$101,238,373 / $91,126,789
2022	Plan NameUNIVEST FINANCIAL CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY441 / 432 Assets BOY/EOY$60,479,147 / $49,398,803	2022	UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN - Plan #001	441 / 432	$60,479,147 / $49,398,803
2022	Plan NameUNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN Plan #501 Participants BOY/EOY1,148 / 0 Assets BOY/EOY$0 / $0	2022	UNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN - Plan #501	1,148 / 0	$0 / $0
2021	Plan NameUNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN Plan #002 Participants BOY/EOY1,041 / 1,085 Assets BOY/EOY$82,914,026 / $101,238,373	2021	UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN - Plan #002	1,041 / 1,085	$82,914,026 / $101,238,373
2021	Plan NameUNIVEST FINANCIAL CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY450 / 441 Assets BOY/EOY$55,367,050 / $60,479,147	2021	UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN - Plan #001	450 / 441	$55,367,050 / $60,479,147
2021	Plan NameUNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN Plan #501 Participants BOY/EOY1,046 / 0 Assets BOY/EOY$3,531,307 / $3,133,735	2021	UNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN - Plan #501	1,046 / 0	$3,531,307 / $3,133,735
2020	Plan NameUNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN Plan #002 Participants BOY/EOY982 / 1,041 Assets BOY/EOY$68,843,837 / $82,914,026	2020	UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN - Plan #002	982 / 1,041	$68,843,837 / $82,914,026
2020	Plan NameUNIVEST FINANCIAL CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY457 / 450 Assets BOY/EOY$51,607,567 / $55,367,050	2020	UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN - Plan #001	457 / 450	$51,607,567 / $55,367,050
2020	Plan NameUNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN Plan #501 Participants BOY/EOY982 / 0 Assets BOY/EOY$1,242,263 / $3,531,307	2020	UNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN - Plan #501	982 / 0	$1,242,263 / $3,531,307
2019	Plan NameUNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN Plan #002 Participants BOY/EOY961 / 982 Assets BOY/EOY$55,938,843 / $68,843,837	2019	UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN - Plan #002	961 / 982	$55,938,843 / $68,843,837
2019	Plan NameUNIVEST FINANCIAL CORPORATION RETIREMENT PLAN Plan #001 Participants BOY/EOY463 / 457 Assets BOY/EOY$45,379,032 / $51,607,567	2019	UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN - Plan #001	463 / 457	$45,379,032 / $51,607,567