How many benefit plans does Prospectus Associates, Inc. report on Form 5500?

Prospectus Associates, Inc. (EIN 23-2023612) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Prospectus Associates, Inc.?

The Employer Identification Number (EIN) reported for Prospectus Associates, Inc. is 23-2023612.

What is the latest Form 5500 filing year for Prospectus Associates, Inc.?

The latest loaded Form 5500 filing year for Prospectus Associates, Inc. is 2023.

Prospectus Associates, 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, Prospectus Associates, Inc. (EIN 23-2023612) is a plan sponsor located in Reading, 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: 23-2023612
Location: Reading, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,276,201
Total reported liabilities (EOY): $293,968
Total reported net assets (EOY): $11,982,233

Contributions & income

Employer contributions: $3,353,549
Participant contributions: $864,137
Total income / additions: $5,439,469

Expenses & distributions

Benefits paid / distributions: $3,804,111
Total expenses: $3,971,691
Net increase / (decrease): $1,467,778

Coverage

Total reported participants: 560
Plans with financial statements: 2
Plans with provider compensation: 2

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

Prospectus Associates, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Prospectus/Berco 401(K) Plan	001	351	$12,053,895	2023
Prospectus Associates, Inc. Health Plan	515	209	$222,306	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Prospectus Associates, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Prospectus Associates, Inc. Health Plan	209	H, C	20241002123536NAL0004009603001
2023	Prospectus/Berco 401(K) Plan	351	H, C	20250401112536NAL0003979667001