Devon, 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, Devon, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $18,265,590 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,265,590
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,265,590

Contributions & income

Employer contributions
$615,594
Participant contributions
$2,206,556
Total income / additions
$5,569,093

Expenses & distributions

Benefits paid / distributions
$932,583
Total expenses
$939,847
Net increase / (decrease)
$4,629,246

Coverage

Total reported participants
620
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Devon, 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

Largest loaded plans in Devon, PA
PlanSponsorReported assets (EOY)Year
Mullen Coughlin 401(K)Mullen Coughlin LLC$12,842,5162023
Tsg Finishing, LLC 401(K) PlanTsg Finishing, LLC$4,846,5822023
Three Dogs Group, Inc. Retirement PlanThree Dogs Group, Inc.$411,6542023
Old Forge Crossing Condo Association 401(K) PlanOld Forge Crossing Condo Assoc$164,8382023
Mullen Coughlin LLC Benefit PlanMullen Coughlin LLCnot reported in the loaded dataset2023

Related Form 5500 pages