Plan5500

Wyncote, 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, Wyncote, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,327,876 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 Wyncote

  • 2 loaded plans hold $1.3M in reported assets across 2 sponsors.
  • The largest, Company Retirement Plan, holds 93% of reported Wyncote plan assets.
  • Plans cover 42 participants — about 21 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$1.3MSummed across loaded plans$1,327,876
Total reported assets$1.3M$1,327,876
Total reported participants42
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$140.6K
Participant contributions$79.5K
Total income / additions$434.4K
Expenses & distributions
Benefits paid / distributions$74.1K
Total expenses$78.8K
Net increase / (decrease)$355.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Wyncote market comparison

Largest plan share of assets93%Company Retirement Plan
Participants per plan21Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wyncote

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

  1. 1
    Company Retirement Plan$1.2M
    Company Retirement Plan · 2023
  2. 2
    Pudgypickles, Inc. 401(K) Plan$95.1K
    Pudgypickles, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages