Plan5500

Trappe, 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, Trappe, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,776,534 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Trappe

  • 2 loaded plans hold $3.8M in reported assets across 2 sponsors.
  • The largest, Fox Subacute 401(K) Profit Sharing Plan, holds 100% of reported Trappe plan assets.
  • Plans cover 275 participants — about 138 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9MSummed across loaded plans$3,887,027
Total reported assets$3.8M$3,776,534
Total reported participants275
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$280.3K
Total income / additions$934.9K
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)-$1.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Trappe market comparison

Largest plan share of assets100%Fox Subacute 401(K) Profit Sharing Plan
Participants per plan138Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Trappe

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

  1. 1
    Fox Subacute 401(K) Profit Sharing Plan$3.8M
    Fox Subacute Management Inc. · 2023
  2. 2
    Jgharley Inc. Retirement Plan$0
    Jgharley Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Trappe, PA?
2 plan(s) reported by 2 sponsor(s) are loaded for Trappe, PA.

Related Form 5500 pages