Village Square 401(K) Plan — Form 5500 plan (Village Square Of Penna, Inc.)

Plain-English plan 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, Village Square 401(K) Plan is a benefit plan reported by Village Square Of Penna, Inc. under EIN 23-1702523 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $11,389,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Village Square Of Penna, Inc.
EIN
23-1702523
Plan number
002
Plan type
2
Location
Chalfont, PA
Latest filing year
2023
Participants
278
End-of-year plan assets
$11,389,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241011113414NAL0021770593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,389,368
Total liabilities (EOY)
$0
Net assets (EOY)
$11,389,368
Net assets (BOY)
$10,480,600

Income & contributions

Employer contributions
$116,135
Participant contributions
$619,183
Total contributions
$739,319
Total income / additions
$2,000,145

Expenses & distributions

Benefits paid
$1,005,171
Administrative expenses
$71,044
Total expenses
$1,091,377
Net increase / (decrease)
$908,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,642$02023
Lpl FinancialINVESTMENT ADVISOR$26,090not reported in the loaded dataset2023
Rainer & CompanyAUDITOR$14,106not reported in the loaded dataset2023

Related Form 5500 pages