National Philanthropic Trust — 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, National Philanthropic Trust (EIN 23-7825575) is a plan sponsor located in Jenkintown, 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
23-7825575
Location
Jenkintown, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,297,842
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,297,842

Contributions & income

Employer contributions
$1,043,235
Participant contributions
$1,551,514
Total income / additions
$5,552,265

Expenses & distributions

Benefits paid / distributions
$993,006
Total expenses
$1,000,415
Net increase / (decrease)
$4,551,850

Coverage

Total reported participants
395
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

National Philanthropic Trust plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Npt 401(K) Plan001199$15,297,8422023
National Philanthropic Trust Welfare Benefit Plan501196not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for National Philanthropic Trust
YearPlanParticipantsSchedulesFiling
2023National Philanthropic Trust Welfare Benefit Plan19620240926132900NAL0001259520001
2023Npt 401(K) Plan199H, C20241015092553NAL0014307427001

Related Form 5500 pages