Plan5500

Merchantville, 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, Merchantville, NJ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,613,032 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Merchantville

  • 1 loaded plans hold $2.6M in reported assets across 1 sponsors.
  • The largest, Aunt Charlottes Candies Inc Profit Sharing Plan, holds 100% of reported Merchantville plan assets.
  • Plans cover 17 participants — about 17 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,613,032
Total reported assets$2.6M$2,613,032
Total reported participants17
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities—
Contributions & income
Employer contributions$143K
Participant contributionsNot reported
Total income / additions$492.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$65K
Net increase / (decrease)$427.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Merchantville market comparison

Largest plan share of assets100%Aunt Charlottes Candies Inc Profit Sharing Plan
Participants per plan17Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Merchantville

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

  1. 1
    Aunt Charlottes Candies Inc Profit Sharing Plan$2.6M
    Aunt Charlottes Candies Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Merchantville, NJ?
1 plan(s) reported by 1 sponsor(s) are loaded for Merchantville, NJ.

Related Form 5500 pages