Paula Teacher & 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, Paula Teacher & Associates, Inc. (EIN 25-1662907) is a plan sponsor located in Verona, 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
25-1662907
Location
Verona, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,203,876
Total reported liabilities (EOY)
$3,618
Total reported net assets (EOY)
$1,200,258

Contributions & income

Employer contributions
$368,300
Total income / additions
$456,647

Expenses & distributions

Benefits paid / distributions
$7,840
Total expenses
$15,222
Net increase / (decrease)
$441,425

Coverage

Total reported participants
105
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

Paula Teacher & Associates, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Paula Teacher & Associates Employee Stock Ownership Plan002105$1,203,8762023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Paula Teacher & Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Paula Teacher & Associates Employee Stock Ownership Plan105H, C20241014110922NAL0026004529001

Related Form 5500 pages