Plan5500

Mt. Royal, 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, Mt. Royal, NJ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,914,873 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 Mt. Royal

  • 1 loaded plans hold $1.9M in reported assets across 1 sponsors.
  • The largest, Talley Management Group Employee Stock Ownership Plan, holds 100% of reported Mt. Royal plan assets.
  • Plans cover 72 participants — about 72 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$1.6MSummed across loaded plans$1,609,993
Total reported assets$1.9M$1,914,873
Total reported participants72
Total reported liabilities$304.9K$304,880

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.6MLiabilities$304.9K
Contributions & income
Employer contributions$28.3K
Participant contributionsNot reported
Total income / additions$277.3K
Expenses & distributions
Benefits paid / distributions$450
Total expenses$11.2K
Net increase / (decrease)$266.1K

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 Mt. Royal, 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

Mt. Royal market comparison

Largest plan share of assets100%Talley Management Group Employee Stock Ownership Plan
Participants per plan72Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mt. Royal

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

  1. 1
    Talley Management Group Employee Stock Ownership Plan$1.9M
    Talley Management Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages