Plan5500

T.W. Ponessa & Associates Counseling Services, Inc. 401(K) Plan — Form 5500 plan (T.W. Ponessa & Associates Counseling Services, Inc.)

Plain-English plan 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, T.W. Ponessa & Associates Counseling Services, Inc. 401(K) Plan is a benefit plan reported by T.W. Ponessa & Associates Counseling Services, Inc. under EIN 23-2828922 and plan number 002. The latest loaded filing year is 2023. The filing reports 321 participants and $2,329,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T.W. Ponessa & Associates Counseling Services, Inc.
EIN
23-2828922
Plan number
002
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
321
End-of-year plan assets
$2,329,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20240923131124NAL0023526498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,329,931
Net assets (EOY)
$2,329,931
Net assets (BOY)
$1,398,536

Income & contributions

Employer contributions
$90,095
Participant contributions
$666,078
Total contributions
$773,124
Total income / additions
$1,073,456

Expenses & distributions

Benefits paid
$120,657
Administrative expenses
$21,404
Total expenses
$142,061
Net increase / (decrease)
$931,395

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comprehensive Financial PlanningINVESTMENT ADVISOR$13,117not reported in the loaded dataset2023
Mvp Plan Administrators, Inc.RECORDKEEPER$8,287not reported in the loaded dataset2023

Related Form 5500 pages