Pennswood Village 403b Plan — Form 5500 plan (Pennswood Village)
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, Pennswood Village 403b Plan is a benefit plan reported by Pennswood Village under EIN 23-2021541 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $20,085,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennswood Village
- EIN
- 23-2021541
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $20,085,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20241014082854NAL0014648915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,085,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,085,749
- Net assets (BOY)
- $17,742,975
Income & contributions
- Employer contributions
- $532,827
- Participant contributions
- $805,830
- Total contributions
- $1,418,615
- Total income / additions
- $4,109,989
Expenses & distributions
- Benefits paid
- $1,731,947
- Administrative expenses
- $35,268
- Total expenses
- $1,767,215
- Net increase / (decrease)
- $2,342,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holdings Securities Inc. | NONE | $33,774 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $2,544 | $19,467 | 2023 |