Plan5500

Schwenksville, 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, Schwenksville, PA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $606,100 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Schwenksville

  • 5 loaded plans hold $606.1K in reported assets across 5 sponsors.
  • The largest, Agape Family, Inc. 401(K) Profit Sharing Plan, holds 35% of reported Schwenksville plan assets.
  • Plans cover 11 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$606.1KSummed across loaded plans$606,100
Total reported assets$606.1K$606,100
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$606.1K total assets
Net assets$606.1KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$30.4K
Expenses & distributions
Benefits paid / distributions$2K
Total expenses$2.1K
Net increase / (decrease)$28.3K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Schwenksville market comparison

Largest plan share of assets35%Agape Family, Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Schwenksville

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

  1. 1
    Agape Family, Inc. 401(K) Profit Sharing Plan$210.4K
    Agape Family, Inc. · 2023
  2. 2
    Jjinvesting.Com, Inc$145.8K
    Jjinvesting.Com, Inc · 2023
  3. 3
    Grape, Inc. 401(K) Plan$115.9K
    Grape, Inc. · 2023
  4. 4
    Salerno Home Innovations Inc. Retirement Plan$86K
    Salerno Home Innovations Inc. · 2023
  5. 5
    Fitfirst Enterprises Inc. Retirement Plan$48K
    Fitfirst Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages