How many Form 5500 benefit plans are loaded for Cheltenham, PA?

1 plan(s) reported by 1 sponsor(s) are loaded for Cheltenham, PA.

Cheltenham, PA 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, Cheltenham, PA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $141,000 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 Cheltenham

1 loaded plans hold $141K in reported assets across 1 sponsors.
The largest, James And Jatasha Incorporated Retirement Plan, holds 100% of reported Cheltenham plan assets.
Plans cover 2 participants — about 2 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$141KSummed across loaded plans$141,000

Total reported assets$141K$141,000

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$141K total assets

Net assets$141KLiabilities—

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)-$4K

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 Cheltenham, PA 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

Cheltenham market comparison

Largest plan share of assets100%James And Jatasha Incorporated Retirement Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Cheltenham

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

1
James And Jatasha Incorporated Retirement Plan$141K
James And Jatasha Incorporated · 2023

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

What to inspect next

Frequently asked questions

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