Huntingdon Valley, 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, Huntingdon Valley, PA has 22 loaded benefit plan(s) reported by 18 plan sponsor(s), with $95,305,649 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $95,305,649
- Total reported liabilities (EOY)
- $566,837
- Total reported net assets (EOY)
- $93,153,170
Contributions & income
- Employer contributions
- $4,813,629
- Participant contributions
- $6,062,754
- Total income / additions
- $25,240,919
Expenses & distributions
- Benefits paid / distributions
- $10,152,478
- Total expenses
- $11,482,183
- Net increase / (decrease)
- $13,758,736
Coverage
- Total reported participants
- 3,907
- Plans with financial statements
- 18
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Huntingdon Valley, 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 |
|---|---|---|---|
| Databank Imx LLC 401(K) Plan | Databank Imx LLC | $23,288,711 | 2023 |
| Semanoff Ormsby Greenberg & Torchia, LLC 401(K) Profit Sharing Plan | Semanoff Ormsby Greenberg & Torchia, LLC | $16,888,519 | 2023 |
| Absolute Home Mtg Corp 401(K) Profit Sharing Plan & Trust | Absolute Home Mtg Corp | $9,332,852 | 2023 |
| The Fredericks Company 401(K) & Profit Sharing Plan | The Fredericks Company | $8,503,349 | 2023 |
| Menarini Silicon Biosystems 401(K) Profit Sharing Plan | Menarini Silicon Biosystems, Inc. | $7,616,858 | 2023 |
| The Sherman Engineering Company Employee Stock Ownership Plan | The Sherman Engineering Company | $7,612,246 | 2023 |
| Jacent Strategic Merchandising 401(K) Plan | Jacent Strategic Merchandising | $7,237,544 | 2023 |
| Multi-Flow Industries LLC 401(K) Plan | Multi-Flow Industries LLC | $6,706,736 | 2023 |
| Pennsylvania Capital Mgmt Inc 401(K) Profit Sharing Plan & Trust | Pennsylvania Capital Mgmt Inc | $4,783,878 | 2023 |
| Zola A. Makrauer, Dmd, P.C. 401(K) Profit Sharing Plan | Zola A. Makrauer, Dmd, P.C. | $1,585,660 | 2023 |
| Ajax Electric Company Employee Stock Ownership Plan | Ajax Electric Company | $506,477 | 2023 |
| Swann Hill Inc 401(K) Plan | Swann Hill Inc | $454,364 | 2023 |
| D D M T Enterprises Inc. Retirement Plan | D D M T Enterprises Inc. | $318,924 | 2023 |
| Carr And Duff, Inc. Employee Benefit Plan | Carr And Duff, Inc. | $313,003 | 2023 |
| Senior Care Living Advisors, Inc. Retirement Plan | Senior Care Living Advisors, Inc. | $85,000 | 2023 |
| The Fredericks Company Employee Benefit Plan | The Fredericks Company | $66,256 | 2023 |
| Tanava, Inc. 401k Profit Sharing Plan | Tanava, Inc. | $5,272 | 2023 |
| Ptsewards, Inc. Retirement Plan | Ptsewards, Inc. | $0 | 2023 |
| Databank Imx Employee Benefits Plan | Databank Imx | not reported in the loaded dataset | 2023 |
| Jacent Strategic Merchandising Health & Welfare Plan | Jacent Strategic Merchandising | not reported in the loaded dataset | 2023 |
| Aspite Inc. Defined Benefit Plan | Aspite Inc. | not reported in the loaded dataset | 2023 |
| Multi-Flow Industries Health And Welfare Plan | Multi-Flow Industries, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Huntingdon Valley → · Huntingdon Valley plans by participants → · Huntingdon Valley plans with financial data → · Huntingdon Valley plans with provider compensation → · $1B+ plans in Huntingdon Valley →
Related Form 5500 pages
- All PA Form 5500 filings
- Databank Imx LLC 401(K) Plan (plan 001)
- Databank Imx LLC — all reported plans
- Semanoff Ormsby Greenberg & Torchia, LLC 401(K) Profit Sharing Plan (plan 002)
- Semanoff Ormsby Greenberg & Torchia, LLC — all reported plans
- Absolute Home Mtg Corp 401(K) Profit Sharing Plan & Trust (plan 001)
- Absolute Home Mtg Corp — all reported plans
- The Fredericks Company 401(K) & Profit Sharing Plan (plan 001)
- The Fredericks Company — all reported plans
- Menarini Silicon Biosystems 401(K) Profit Sharing Plan (plan 002)
- Menarini Silicon Biosystems, Inc. — all reported plans
- The Sherman Engineering Company Employee Stock Ownership Plan (plan 003)
- The Sherman Engineering Company — all reported plans
- Jacent Strategic Merchandising 401(K) Plan (plan 001)
- Jacent Strategic Merchandising — all reported plans
- Multi-Flow Industries LLC 401(K) Plan (plan 001)
- Multi-Flow Industries LLC — all reported plans
- Pennsylvania Capital Mgmt Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Pennsylvania Capital Mgmt Inc — all reported plans
- Zola A. Makrauer, Dmd, P.C. 401(K) Profit Sharing Plan (plan 001)
- Zola A. Makrauer, Dmd, P.C. — all reported plans
- Ajax Electric Company Employee Stock Ownership Plan (plan 003)
- Ajax Electric Company — all reported plans
- Swann Hill Inc 401(K) Plan (plan 001)
- Swann Hill Inc — all reported plans
- D D M T Enterprises Inc. Retirement Plan (plan 001)
- D D M T Enterprises Inc. — all reported plans
- Carr And Duff, Inc. Employee Benefit Plan (plan 501)
- Carr And Duff, Inc. — all reported plans
- Senior Care Living Advisors, Inc. Retirement Plan (plan 001)
- Senior Care Living Advisors, Inc. — all reported plans
- Methodology
- Data sources