Wynnewood, 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, Wynnewood, PA has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $150,055,873 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$150,055,873
Total reported liabilities (EOY)
$8,744
Total reported net assets (EOY)
$150,047,129

Contributions & income

Employer contributions
$2,720,161
Participant contributions
$5,221,870
Total income / additions
$29,949,787

Expenses & distributions

Benefits paid / distributions
$11,392,507
Total expenses
$11,640,521
Net increase / (decrease)
$18,309,266

Coverage

Total reported participants
3,390
Plans with financial statements
8
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wynnewood, 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 Wynnewood, PA
PlanSponsorReported assets (EOY)Year
Friends Central School Defined Contribution Retirement PlanFriends Central School Corporation$66,726,6142023
Jep Management & Affiliates 401(K) PlanJep Management, Inc.$53,857,2922023
Mainline Merion 401(K) PlanMainline Investment Partners, LLC$17,358,8922023
Rp Management, Inc. 401(K) PlanRp Management Inc$6,275,2632023
Saunders House Employee Savings & Retirement PlanOld Man'S Home Of Philadelphia$5,144,7902023
Mwidm, Inc. 401k PlanMwidm, Inc.$288,2522023
Kaoi Corp 401k Profit Sharing PlanKaoi Corp$279,4492023
Giordano'S Garden Groceries LLC 401k & Profit Sharing PlanGiordano'S Garden Groceries LLC$125,3212023
Friends' Central School Benefits PlanFriends' Central School Corporationnot reported in the loaded dataset2023
Jep Management Master Welfare PlanJep Management, Inc.not reported in the loaded dataset2023
Mrm Residential Managment Dba Merion Residential Employee Benefit PlanMrm Residential Managementnot reported in the loaded dataset2023
Mlh Mso Holdco., Dba Ethos Cannabis Wrap Benefits PlanMlh Mso Holdco.not reported in the loaded dataset2023

Related Form 5500 pages