Phoebe Home, Inc. — 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, Phoebe Home, Inc. (EIN 23-1396838) is a plan sponsor located in Allentown, 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
23-1396838
Location
Allentown, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,876,676
Total reported liabilities (EOY)
$93,395
Total reported net assets (EOY)
$35,783,281

Contributions & income

Employer contributions
$2,553,247
Participant contributions
$1,752,899
Total income / additions
$9,602,338

Expenses & distributions

Benefits paid / distributions
$14,797,290
Total expenses
$15,151,649
Net increase / (decrease)
-$5,549,311

Coverage

Total reported participants
2,545
Plans with financial statements
2
Plans with provider compensation
3

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.

Largest loaded plans by reported assets

Phoebe Home, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Phoebe-Devitt Homes 401(K) Retirement Savings Plan0031,366$35,783,2812023
Phoebe Home, Inc. Union Employees' Pension Plan002449$93,3952023
Phoebe-Devitt Homes Group Insurance Plan507730not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Phoebe Home, Inc.
YearPlanParticipantsSchedulesFiling
2023Phoebe-Devitt Homes Group Insurance Plan730C20240719135113NAL0012186096001
2023Phoebe-Devitt Homes 401(K) Retirement Savings Plan1,366H, C20241014080643NAL0012997235001
2023Phoebe Home, Inc. Union Employees' Pension Plan449H, C20250415165143NAL0001579219001

Related Form 5500 pages