Plan5500

Haddon Township, 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, Haddon Township, NJ has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,442,216 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
2
Latest filing year
2023

What stands out in Haddon Township

  • 3 loaded plans hold $12.4M in reported assets across 2 sponsors.
  • The largest, First Montgomery Payroll Inc 401(K) Plan, holds 85% of reported Haddon Township plan assets.
  • Plans cover 308 participants — about 103 per plan.
  • 67% 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$12.4MSummed across loaded plans$12,442,216
Total reported assets$12.4M$12,442,216
Total reported participants308
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.4M total assets
Net assets$12.4MLiabilities$0
Contributions & income
Employer contributions$266.8K
Participant contributions$672.7K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$685.6K
Total expenses$733.5K
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Haddon Township, 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

Haddon Township market comparison

Largest plan share of assets85%First Montgomery Payroll Inc 401(K) Plan
Participants per plan103Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Haddon Township

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

  1. 1
    First Montgomery Payroll Inc 401(K) Plan$10.5M
    First Montgomery Payroll Inc. · 2023
  2. 2
    Ninach Holdings 401k Trust$1.9M
    Ninach Holdings Inc · 2023
  3. 3
    First Montgomery Payroll, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    First Montgomery Payroll, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Haddon Township, NJ?
3 plan(s) reported by 2 sponsor(s) are loaded for Haddon Township, NJ.

Related Form 5500 pages