Philabundance — 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, Philabundance (EIN 23-2290505) is a plan sponsor located in Philadelphia, PA with 2 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
23-2290505
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,242,504
Total reported liabilities (EOY)
$166,160
Total reported net assets (EOY)
$5,076,344

Contributions & income

Employer contributions
$1,385,217
Participant contributions
$781,265
Total income / additions
$3,107,864

Expenses & distributions

Benefits paid / distributions
$2,006,067
Total expenses
$2,193,265
Net increase / (decrease)
$914,599

Coverage

Total reported participants
379
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

Philabundance plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Philabundance 403(B) Retirement Plan002245$5,095,1452023
Philabundance Employee Benefit Plan501134$147,3592023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Philabundance
YearPlanParticipantsSchedulesFiling
2023Philabundance Employee Benefit Plan134H, C20250215131719NAL0026343361001
2023Philabundance 403(B) Retirement Plan245H, C20251205102505NAL0003127761001

Related Form 5500 pages