Spring House, 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, Spring House, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,252,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Spring House

  • 3 loaded plans hold $2.3M in reported assets across 3 sponsors.
  • The largest, Spring House Window & Door, Inc. Retirement Plan, holds 53% of reported Spring House plan assets.
  • Plans cover 34 participants — about 11 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$2.3MSummed across loaded plans$2,252,674
Total reported assets$2.3M$2,252,674
Total reported participants34
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities
Contributions & income
Employer contributions$62K
Participant contributions$15.9K
Total income / additions$44K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$44K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Spring House market comparison

Largest plan share of assets53%Spring House Window & Door, Inc. Retirement Plan
Participants per plan11Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Spring House

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

  1. 1
    Spring House Window & Door, Inc. · 2023
  2. 2
    Waller Investments, Co. · 2023
  3. 3
    The Catalyst Group Holding, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spring House, PA?
3 plan(s) reported by 3 sponsor(s) are loaded for Spring House, PA.

Related Form 5500 pages