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Filters:State: PA City: PERKASIE Clear all

Companies

companyPenn Community Bank
$36.3Mreported plan assets
EIN: 23-1330248Location: PAPlans: 2Participants: 684Latest: 2023
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companyTrivalley Primary Care, P.C.
$27Mreported plan assets
EIN: 23-2794145Location: PAPlans: 1Participants: 170Latest: 2023
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companyJohn-Joseph-Mcgowan-Iii
1loaded plans
EIN: 74-3134128Location: PAPlans: 1Participants: 3Latest: 2023
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Plans

planPenn Community Bank Retirement PlanFinancial statementProvider compensation2023 filing
$36.3Mreported assets (EOY)
Sponsor: Penn Community BankEIN: 23-1330248Plan: 002Participants: 395Assets: $36,310,538Net assets: $36.3MAssets / participant: $91.9KLocation: Perkasie, PALatest: 2023
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planTrivalley Primary Care, P.C. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$27Mreported assets (EOY)
Sponsor: Trivalley Primary Care, P.C.EIN: 23-2794145Plan: 001Participants: 170Assets: $26,999,854Net assets: $27MAssets / participant: $158.8KLocation: Perkasie, PALatest: 2023
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planPenn Community Bank Employee Benefits Plan2023 filing
Sponsor: Penn Community BankEIN: 23-1330248Plan: 510Participants: 289Assets: not reported in the loaded datasetLocation: Perkasie, PALatest: 2023
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planJohn Joseph Mcgowan Iii 401 (K) Profit Sharing Plan & Trust2023 filing
Sponsor: John-Joseph-Mcgowan-IiiEIN: 74-3134128Plan: 027Participants: 3Assets: not reported in the loaded datasetLocation: Perkasie, PALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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