Philabundance Employee Benefit Plan — Form 5500 plan (Philabundance)
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, Philabundance Employee Benefit Plan is a benefit plan reported by Philabundance under EIN 23-2290505 and plan number 501. The latest loaded filing year is 2023. The filing reports 134 participants and $147,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Philabundance
- EIN
- 23-2290505
- Plan number
- 501
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $147,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20250215131719NAL0026343361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,359
- Total liabilities (EOY)
- $166,160
- Net assets (EOY)
- -$18,801
- Net assets (BOY)
- -$488,596
Income & contributions
- Employer contributions
- $1,209,326
- Participant contributions
- $384,551
- Total contributions
- $1,594,634
- Total income / additions
- $1,597,076
Expenses & distributions
- Benefits paid
- $966,518
- Administrative expenses
- $160,763
- Total expenses
- $1,127,281
- Net increase / (decrease)
- $469,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot (Exude, Inc.) | BROKER | $64,460 | not reported in the loaded dataset | 2023 |
| Independence Administrators | ADMIN | $40,049 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $26,709 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | AUDITOR | $22,000 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $7,545 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Philabundance
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Patriot (Exude, Inc.) — Schedule C compensation
- Independence Administrators — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Connectcare3 — Schedule C compensation