Plan5500

Gibbsboro, NJ 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, Gibbsboro, NJ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,186,326 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Gibbsboro

  • 3 loaded plans hold $6.2M in reported assets across 3 sponsors.
  • The largest, Kolodzey & Cox, Cpa'S, P.C. 401(K) Profit Sharing Plan, holds 74% of reported Gibbsboro plan assets.
  • Plans cover 26 participants — about 9 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,157,371
Total reported assets$6.2M$6,186,326
Total reported participants26
Total reported liabilities$29K$28,955

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities$29K
Contributions & income
Employer contributions$101.1K
Participant contributions$135.7K
Total income / additions$976.9K
Expenses & distributions
Benefits paid / distributions-$53.1K
Total expenses$131.7K
Net increase / (decrease)$845.3K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gibbsboro, NJ 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.

Computed from loaded plans

Gibbsboro market comparison

Largest plan share of assets74%Kolodzey & Cox, Cpa'S, P.C. 401(K) Profit Sharing Plan
Participants per plan9Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Gibbsboro

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kolodzey & Cox, Cpa'S, P.C. 401(K) Profit Sharing Plan$4.6M
    Kolodzey & Cox Cpas, P.C. · 2023
  2. 2
    Timber Architecture Office 401(K) Plan$1.6M
    Tao · 2023
  3. 3
    Greentree Mortgage Company, L.P. Employee Benefit Plan$0
    Greentree Mortgage Company, L.P. · 2023

Largest plans in Gibbsboro → · Gibbsboro plans by participants → · Gibbsboro plans with financial data → · Gibbsboro plans with provider compensation → · $1B+ plans in Gibbsboro →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gibbsboro, NJ?
3 plan(s) reported by 3 sponsor(s) are loaded for Gibbsboro, NJ.

Related Form 5500 pages