Perkasie, 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, Perkasie, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $63,310,392 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,310,392
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $63,310,392
Contributions & income
- Employer contributions
- $1,996,319
- Participant contributions
- $3,137,989
- Total income / additions
- $16,404,085
Expenses & distributions
- Benefits paid / distributions
- $10,386,614
- Total expenses
- $10,613,343
- Net increase / (decrease)
- $5,790,742
Coverage
- Total reported participants
- 857
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Perkasie, 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 |
|---|---|---|---|
| Penn Community Bank Retirement Plan | Penn Community Bank | $36,310,538 | 2023 |
| Trivalley Primary Care, P.C. 401(K) Profit Sharing Plan | Trivalley Primary Care, P.C. | $26,999,854 | 2023 |
| Penn Community Bank Employee Benefits Plan | Penn Community Bank | not reported in the loaded dataset | 2023 |
| John Joseph Mcgowan Iii 401 (K) Profit Sharing Plan & Trust | John-Joseph-Mcgowan-Iii | not reported in the loaded dataset | 2023 |
Largest plans in Perkasie → · Perkasie plans by participants → · Perkasie plans with financial data → · Perkasie plans with provider compensation → · $1B+ plans in Perkasie →
Related Form 5500 pages
- All PA Form 5500 filings
- Penn Community Bank Retirement Plan (plan 002)
- Penn Community Bank — all reported plans
- Trivalley Primary Care, P.C. 401(K) Profit Sharing Plan (plan 001)
- Trivalley Primary Care, P.C. — all reported plans
- Penn Community Bank Employee Benefits Plan (plan 510)
- John Joseph Mcgowan Iii 401 (K) Profit Sharing Plan & Trust (plan 027)
- John-Joseph-Mcgowan-Iii — all reported plans
- Methodology
- Data sources