Plan5500

Pennsylvania Institute Of Cpas — 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, Pennsylvania Institute Of Cpas (EIN 23-0959052) 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
23-0959052
Location
Philadelphia, PA
Loaded plans
1
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 Pennsylvania Institute Of Cpas

  • 1 loaded plans hold $14.3M in reported assets.
  • The largest, The Deferred Salary Profit-Sharing Thrift Plan For Employees Of Pennsylvania Institute Of Certified Public Accountants And Picpa Foundation, holds 100% of this company's reported plan assets.
  • Plans cover 94 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.3MSummed across loaded plans$14,259,887
Total reported assets$14.3M$14,259,887
Total reported participants94
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.3M total assets
Net assets$14.3MLiabilities$0
Contributions & income
Employer contributions$361.3K
Participant contributions$476.3K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%The Deferred Salary Profit-Sharing Thrift Plan For Employees Of Pennsylvania Institute Of Certified Public Accountants And Picpa Foundation
Participants per plan94Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Deferred Salary Profit-Sharing Thrift Plan For Employees Of Pennsylvania Institute Of Certified Public Accountants And Picpa Foundation$14.3M
    Plan #002 · 94 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pennsylvania Institute Of Cpas. Open one for its full reported snapshot.

  1. 2023
    The Deferred Salary Profit-Sharing Thrift Plan For Employees Of Pennsylvania Institute Of Certified Public Accountants And Picpa Foundation94 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pennsylvania Institute Of Cpas report on Form 5500?
Pennsylvania Institute Of Cpas (EIN 23-0959052) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pennsylvania Institute Of Cpas?
The Employer Identification Number (EIN) reported for Pennsylvania Institute Of Cpas is 23-0959052.
What is the latest Form 5500 filing year for Pennsylvania Institute Of Cpas?
The latest loaded Form 5500 filing year for Pennsylvania Institute Of Cpas is 2023.

Related Form 5500 pages