Penn Asian Senior Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Penn Asian Senior Services (EIN 20-2643138) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2643138
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Penn Asian Senior Services

  • 2 loaded plans hold $3.9M in reported assets.
  • The largest, Penn Asian Senior Services 401(K) Profit Sharing Plan And T, holds 100% of this company's reported plan assets.
  • Plans cover 768 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9MSummed across loaded plans$3,869,954
Total reported assets$3.9M$3,869,954
Total reported participants768
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributions$270K
Participant contributions$720K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$218.2K
Total expenses$237K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Penn Asian Senior Services 401(K) Profit Sharing Plan And T
Participants per plan384Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 614 participants · 2023
  2. 2
    Plan #501 · 154 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Penn Asian Senior Services. Open one for its full reported snapshot.

  1. 2023
    Penn Asian Senior Services 401(K) Profit Sharing Plan And T614 participants · 2Sch HSch C
    View filing →
  2. 2023
    Penn Asian Senior Services Inc Medical Benefits Plan154 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Penn Asian Senior Services report on Form 5500?
Penn Asian Senior Services (EIN 20-2643138) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Penn Asian Senior Services?
The Employer Identification Number (EIN) reported for Penn Asian Senior Services is 20-2643138.
What is the latest Form 5500 filing year for Penn Asian Senior Services?
The latest loaded Form 5500 filing year for Penn Asian Senior Services is 2023.

Related Form 5500 pages