Search public Form 5500 filings

Plans

• planThe Hill School Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $63.8Mreported assets (EOY)
  Sponsor: The Hill SchoolEIN: 23-1352647Plan: 004Participants: 540Assets: $63,768,544Net assets: $63.8MAssets / participant: $118.1KLocation: Pottstown, PALatest: 2023
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• planPottstown Memorial Medical Center Retirement Income PlanFinancial statementProvider compensation2023 filing
  $57.2Mreported assets (EOY)
  Sponsor: Pmmc Over Liquidation, LLCEIN: 26-2874737Plan: 001Participants: 1,176Assets: $57,166,974Net assets: $57.2MAssets / participant: $48.6KLocation: Pottstown, PALatest: 2023
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• planDiamond Credit Union 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
  $32.7Mreported assets (EOY)
  Sponsor: Diamond Credit UnionEIN: 23-1320654Plan: 002Participants: 192Assets: $32,654,331Net assets: $32.7MAssets / participant: $170.1KLocation: Pottstown, PALatest: 2023
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• planTpd 401(K) PlanFinancial statementProvider compensation2023 filing
  $29Mreported assets (EOY)
  Sponsor: Traffic Planning And Design Inc.EIN: 23-2557966Plan: 001Participants: 236Assets: $28,974,682Net assets: $29MAssets / participant: $122.8KLocation: Pottstown, PALatest: 2023
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• planPottstown Medical Specialists, Inc Profit Sharing 401k PlanFinancial statementProvider compensation2023 filing
  $27.3Mreported assets (EOY)
  Sponsor: Pottstown Medical Specialists, IncEIN: 23-2067171Plan: 002Participants: 258Assets: $27,287,323Net assets: $27.3MAssets / participant: $105.8KLocation: Pottstown, PALatest: 2023
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• planVenezia Transport Service, Inc. Savings And Protection PlanFinancial statementProvider compensation2023 filing
  $20.4Mreported assets (EOY)
  Sponsor: Venezia Transport Services, Inc.EIN: 23-2364297Plan: 001Participants: 1,004Assets: $20,384,273Net assets: $20.4MAssets / participant: $20.3KLocation: Pottstown, PALatest: 2023
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• planSager & Sager Associates Profit Sharing PlanFinancial statement2023 filing
  $16.6Mreported assets (EOY)
  Sponsor: Sager & Sager AssociatesEIN: 23-1715816Plan: 002Participants: 6Assets: $16,569,502Net assets: $16.6MAssets / participant: $2.8MLocation: Pottstown, PALatest: 2023
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• planVari Corporation 401(K) PlanFinancial statementProvider compensation2023 filing
  $15.4Mreported assets (EOY)
  Sponsor: Vari CorporationEIN: 23-2106519Plan: 002Participants: 206Assets: $15,404,576Net assets: $15.4MAssets / participant: $74.8KLocation: Pottstown, PALatest: 2023
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