Chalfont, PA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chalfont, PA has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $87,434,664 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $87,434,664
- Total reported liabilities (EOY)
- $105,877
- Total reported net assets (EOY)
- $87,328,787
Contributions & income
- Employer contributions
- $3,204,597
- Participant contributions
- $4,705,289
- Total income / additions
- $19,837,884
Expenses & distributions
- Benefits paid / distributions
- $5,389,697
- Total expenses
- $6,158,531
- Net increase / (decrease)
- $13,679,353
Coverage
- Total reported participants
- 1,915
- Plans with financial statements
- 12
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chalfont, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Merck Sharp And Dohme Federal Credit Union 401(K) Plan | Merck Sharp & Dohme Federal Credit Union | $19,617,639 | 2023 |
| Jillamy, Inc 401(K) Profit Sharing Plan | Jillamy, Inc | $16,445,747 | 2023 |
| Aweber Systems Inc 401(K) Profit Sharing Plan & Trust | Aweber Systems, Inc. | $15,671,977 | 2023 |
| The J. Reckner Associates, Inc. 401(K) Profit Sharing Plan And Trust | J. Reckner Associates, Inc. | $14,379,917 | 2023 |
| Village Square 401(K) Plan | Village Square Of Penna, Inc. | $11,389,368 | 2023 |
| Bova Food Distributors, Inc. 401(K) Profit Sharing Plan | Bova Food Distributors, Inc. | $8,346,721 | 2023 |
| Five Bagels, Inc. Retirement Plan | Five Bagels, Inc. | $704,365 | 2023 |
| Ariya Ventures Inc. Retirement Plan | Ariya Ventures Inc. | $433,376 | 2023 |
| Synergy Family Holdings, Inc. 401(K) Profit Sharing Plan | Synergy Family Holdings, Inc. | $168,095 | 2023 |
| Mkr Solutions, Inc. 401(K) Profit Sharing Plan | Mkr Solutions, Inc. | $165,253 | 2023 |
| New Ventures Company, Inc. Retirement Plan | New Ventures Company, Inc. | $108,516 | 2023 |
| Aweber Systems, Inc. Health Plan | Aweber Systems, Inc. | $3,690 | 2023 |
| Jillamy Inc. Employee Benefit(S) Plan | Jillamy Inc. | not reported in the loaded dataset | 2023 |
| Health And Welfare Plan | Yapa Apartment Living Program, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Chalfont → · Chalfont plans by participants → · Chalfont plans with financial data → · Chalfont plans with provider compensation → · $1B+ plans in Chalfont →
Related Form 5500 pages
- All PA Form 5500 filings
- Merck Sharp And Dohme Federal Credit Union 401(K) Plan (plan 002)
- Merck Sharp & Dohme Federal Credit Union — all reported plans
- Jillamy, Inc 401(K) Profit Sharing Plan (plan 001)
- Jillamy, Inc — all reported plans
- Aweber Systems Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Aweber Systems, Inc. — all reported plans
- The J. Reckner Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- J. Reckner Associates, Inc. — all reported plans
- Village Square 401(K) Plan (plan 002)
- Village Square Of Penna, Inc. — all reported plans
- Bova Food Distributors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bova Food Distributors, Inc. — all reported plans
- Five Bagels, Inc. Retirement Plan (plan 001)
- Five Bagels, Inc. — all reported plans
- Ariya Ventures Inc. Retirement Plan (plan 001)
- Ariya Ventures Inc. — all reported plans
- Synergy Family Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Synergy Family Holdings, Inc. — all reported plans
- Mkr Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mkr Solutions, Inc. — all reported plans
- New Ventures Company, Inc. Retirement Plan (plan 001)
- New Ventures Company, Inc. — all reported plans
- Aweber Systems, Inc. Health Plan (plan 501)
- Jillamy Inc. Employee Benefit(S) Plan (plan 502)
- Health And Welfare Plan (plan 501)
- Yapa Apartment Living Program, Inc — all reported plans
- Methodology
- Data sources