Plan5500

Vincentown, 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, Vincentown, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $763,347 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Vincentown

  • 2 loaded plans hold $763.3K in reported assets across 2 sponsors.
  • The largest, George J Petronis Enterprise 401(K) Profit Sharing Plan & Trust, holds 92% of reported Vincentown plan assets.
  • Plans cover 19 participants — about 10 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$763.3KSummed across loaded plans$763,347
Total reported assets$763.3K$763,347
Total reported participants19
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$763.3K total assets
Net assets$763.3KLiabilities$0
Contributions & income
Employer contributions$13.8K
Participant contributions$49.6K
Total income / additions$163.2K
Expenses & distributions
Benefits paid / distributions$13.6K
Total expenses$14K
Net increase / (decrease)$149.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Vincentown market comparison

Largest plan share of assets92%George J Petronis Enterprise 401(K) Profit Sharing Plan & Trust
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Vincentown

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

  1. 1
    George J Petronis Enterprise 401(K) Profit Sharing Plan & Trust$702.9K
    George J Petronis Enterprise · 2023
  2. 2
    T. H. Budd & Sons, Inc. Profit Sharing Plan$60.5K
    T.H. Budd & Sons, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages