Plan5500

Kimberton, 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, Kimberton, PA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $26,005,717 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Kimberton

  • 7 loaded plans hold $26M in reported assets across 5 sponsors.
  • The largest, All4 401(K) And Retirement Plan, holds 82% of reported Kimberton plan assets.
  • Plans cover 856 participants — about 122 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26MSummed across loaded plans$25,989,786
Total reported assets$26M$26,005,717
Total reported participants856
Total reported liabilities$15.9K$15,931

Reported net position

Reported assets = net assets + liabilities (summed)$26M total assets
Net assets$26MLiabilities$15.9K
Contributions & income
Employer contributions$1.3M
Participant contributions$2.4M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.6M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation2 / 7 (29%)

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

Kimberton market comparison

Largest plan share of assets82%All4 401(K) And Retirement Plan
Participants per plan122Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Kimberton

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

  1. 1
    All4 401(K) And Retirement Plan$21.4M
    All4 LLC · 2023
  2. 2
    Kimberton Whole Foods 401(K) Plan$3.7M
    Kimberton Whole Foods · 2023
  3. 3
    Applied Video Technology, Inc. Profit Sharing Plan$968.3K
    Applied Video Technology, Inc. · 2023
  4. 4
    C. Raymond Davis & Sons, Inc. Employee Benefit Plan$6.2K
    C. Raymond Davis & Sons, Inc. · 2023
  5. 5
    Nutrition Management Services Company Health And Welfare Benefits Plannot reported in the loaded dataset
    Nutrition Management Services Company · 2023
  6. 6
    All4 LLC Health & Welfare Benefits Plannot reported in the loaded dataset
    All4 LLC · 2023
  7. 7
    Kimberton Whole Foods Health And Welfare Plannot reported in the loaded dataset
    Kimberton Whole Foods · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kimberton, PA?
7 plan(s) reported by 5 sponsor(s) are loaded for Kimberton, PA.

Related Form 5500 pages