North Wales, 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, North Wales, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,115,349 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)
- $8,115,349
- Total reported net assets (EOY)
- $8,115,349
Contributions & income
- Employer contributions
- $241,293
- Participant contributions
- $754,659
- Total income / additions
- $2,263,215
Expenses & distributions
- Benefits paid / distributions
- $322,816
- Total expenses
- $404,765
- Net increase / (decrease)
- $1,858,450
Coverage
- Total reported participants
- 1,013
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Wales, 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 |
|---|---|---|---|
| Lakeside Educational Network 403(B) Retirement Plan | Lakeside Educational Network | $8,115,349 | 2023 |
| Retina Associates Of Greater Philadelphia Retirement Plan | Retina Associates Of Greater Philadelphia | $0 | 2023 |
| Keystone Fire Protection Co. Employee Benefit Plan | Keystone Fire Protection Co. | not reported in the loaded dataset | 2023 |
| Lakeside Youth Service Welfare And Flexible Spending Plan | Lakeside Youth Service | not reported in the loaded dataset | 2023 |
| Gwynedd Manufacturing Employee Benefit Plan | Gwynedd Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in North Wales → · North Wales plans by participants → · North Wales plans with financial data → · North Wales plans with provider compensation → · $1B+ plans in North Wales →
Related Form 5500 pages
- All PA Form 5500 filings
- Lakeside Educational Network 403(B) Retirement Plan (plan 001)
- Lakeside Educational Network — all reported plans
- Retina Associates Of Greater Philadelphia Retirement Plan (plan 001)
- Retina Associates Of Greater Philadelphia — all reported plans
- Keystone Fire Protection Co. Employee Benefit Plan (plan 501)
- Keystone Fire Protection Co. — all reported plans
- Lakeside Youth Service Welfare And Flexible Spending Plan (plan 501)
- Gwynedd Manufacturing Employee Benefit Plan (plan 501)
- Gwynedd Manufacturing, Inc. — all reported plans
- Methodology
- Data sources