Targeted Solutions, LLC — 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, Targeted Solutions, LLC (EIN 26-2343816) is a plan sponsor located in Reading, 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
26-2343816
Location
Reading, PA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$136.8KSummed across loaded plans-$136,786
Total reported assets$23.9K$23,855
Total reported participants185
Total reported liabilities$160.6K$160,641

Reported net position

Reported assets = net assets + liabilities (summed)$23.9K total assets
Net assets-$136.8KLiabilities$160.6K
Contributions & income
Employer contributions$445K
Participant contributions$236.8K
Total income / additions$682.5K
Expenses & distributions
Benefits paid / distributions$418.8K
Total expenses$710.4K
Net increase / (decrease)-$27.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Targeted Solutions Group Medical Plan
Participants per plan93Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #501 · 85 participants · 2023
  2. 2
    Targeted Solutions Group Insurance Plannot reported in the loaded dataset
    Plan #502 · 100 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Targeted Solutions, LLC
YearPlanParticipantsSchedulesFiling
2023Targeted Solutions Group Medical Plan85I, C20240603095750NAL0038307282001
2023Targeted Solutions Group Insurance Plan10020250520081052NAL0001772816001

Related Form 5500 pages