Havertown, 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, Havertown, PA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $32,079,648 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $32,079,648
- Total reported liabilities (EOY)
- $6,485
- Total reported net assets (EOY)
- $32,073,163
Contributions & income
- Employer contributions
- $721,703
- Participant contributions
- $667,638
- Total income / additions
- $15,469,508
Expenses & distributions
- Benefits paid / distributions
- $13,323,533
- Total expenses
- $13,604,801
- Net increase / (decrease)
- $1,864,707
Coverage
- Total reported participants
- 1,290
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Havertown, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Child Guidance Resource Centers 403(B) Retirement Plan | Child Guidance Resource Centers | $15,134,262 | 2023 |
| Decisionone 401(K) Plan | D2 Asset Corp | $11,382,942 | 2023 |
| Joseph A. Walheim & Associates Profit Sharing & Retirement Plan | Joseph A. Walheim & Associates | $3,654,737 | 2023 |
| Sky Zone Philadelphia Inc Retirement Plan | Sky Zone Philadelphia Inc | $922,211 | 2023 |
| Retirement Plan For Employees Of Amrep Corporation | Amrep Corporation | $578,441 | 2023 |
| Swf Properties 401k | Swf Properties Inc. | $253,262 | 2023 |
| Peterson Insurance Services, LLC 401(K) Plan | Peterson Insurance Services, LLC | $153,793 | 2023 |
| Child Guidance Resource Centers | Child Guidance Resource Centers | not reported in the loaded dataset | 2023 |
Largest plans in Havertown → · Havertown plans by participants → · Havertown plans with financial data → · Havertown plans with provider compensation → · $1B+ plans in Havertown →
Related Form 5500 pages
- All PA Form 5500 filings
- Child Guidance Resource Centers 403(B) Retirement Plan (plan 002)
- Child Guidance Resource Centers — all reported plans
- Decisionone 401(K) Plan (plan 001)
- D2 Asset Corp — all reported plans
- Joseph A. Walheim & Associates Profit Sharing & Retirement Plan (plan 001)
- Joseph A. Walheim & Associates — all reported plans
- Sky Zone Philadelphia Inc Retirement Plan (plan 001)
- Sky Zone Philadelphia Inc — all reported plans
- Retirement Plan For Employees Of Amrep Corporation (plan 001)
- Amrep Corporation — all reported plans
- Swf Properties 401k (plan 001)
- Swf Properties Inc. — all reported plans
- Peterson Insurance Services, LLC 401(K) Plan (plan 001)
- Peterson Insurance Services, LLC — all reported plans
- Child Guidance Resource Centers (plan 501)
- Methodology
- Data sources