Search public Form 5500 filings

Plans

• planFriends Central School Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $66.7Mreported assets (EOY)
  Sponsor: Friends Central School CorporationEIN: 23-1352636Plan: 003Participants: 468Assets: $66,726,614Net assets: $66.7MAssets / participant: $142.6KLocation: Wynnewood, PALatest: 2023
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• planJep Management & Affiliates 401(K) PlanFinancial statementProvider compensation2023 filing
  $53.9Mreported assets (EOY)
  Sponsor: Jep Management, Inc.EIN: 23-2589880Plan: 001Participants: 684Assets: $53,857,292Net assets: $53.9MAssets / participant: $78.7KLocation: Wynnewood, PALatest: 2023
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• planMainline Merion 401(K) PlanFinancial statementProvider compensation2023 filing
  $17.4Mreported assets (EOY)
  Sponsor: Mainline Investment Partners, LLCEIN: 45-2845118Plan: 002Participants: 192Assets: $17,358,892Net assets: $17.4MAssets / participant: $90.4KLocation: Wynnewood, PALatest: 2023
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• planRp Management, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $6.3Mreported assets (EOY)
  Sponsor: Rp Management IncEIN: 23-2752053Plan: 001Participants: 213Assets: $6,275,263Net assets: $6.3MAssets / participant: $29.5KLocation: Wynnewood, PALatest: 2023
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• planSaunders House Employee Savings & Retirement PlanFinancial statementProvider compensation2023 filing
  $5.1Mreported assets (EOY)
  Sponsor: Old Man'S Home Of PhiladelphiaEIN: 23-1352250Plan: 001Participants: 291Assets: $5,144,790Net assets: $5.1MAssets / participant: $17.7KLocation: Wynnewood, PALatest: 2023
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• planMwidm, Inc. 401k PlanFinancial statementProvider compensation2023 filing
  $288.3Kreported assets (EOY)
  Sponsor: Mwidm, Inc.EIN: 47-1277918Plan: 001Participants: 341Assets: $288,252Net assets: $288.3KAssets / participant: $845Location: Wynnewood, PALatest: 2023
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• planKaoi Corp 401k Profit Sharing PlanFinancial statement2023 filing
  $279.4Kreported assets (EOY)
  Sponsor: Kaoi CorpEIN: 93-1376663Plan: 001Participants: 1Assets: $279,449Net assets: $279.4KAssets / participant: $279.4KLocation: Wynnewood, PALatest: 2023
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• planGiordano'S Garden Groceries LLC 401k & Profit Sharing PlanFinancial statement2023 filing
  $125.3Kreported assets (EOY)
  Sponsor: Giordano'S Garden Groceries LLCEIN: 45-3359409Plan: 001Participants: 4Assets: $125,321Net assets: $125.3KAssets / participant: $31.3KLocation: Wynnewood, PALatest: 2023
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