Original filing (PDF)20260121090025NAL0005702016001

NORTH PHILADELPHIA FINANCIAL PARTNERSHIP

Name: NORTH PHILADELPHIA FINANCIAL PARTNERSHIP — NORTH PHILADELPHIA FINANCIAL PARTNERSHIP 403(B) PLAN, Form 5500 (2024)
Creator: NORTH PHILADELPHIA FINANCIAL PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

NORTH PHILADELPHIA FINANCIAL PARTNERSHIP 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH PHILADELPHIA FINANCIAL PARTNERSHIP.

Plan sponsor

Name

NORTH PHILADELPHIA FINANCIAL PARTNERSHIP

EIN

23-2850840

Address

1760 MARKET STREET · SUITE 400 · PHILADELPHIA, PA · 19103

Phone

(215) 232-0516

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-21

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PROFESSIONAL DEBT MEDIATION INC

PDM INC 401K PROFIT SHARING PLAN

$663K · 33 participants

FFI HOLDINGS PUERTO RICO, INC.

FFI HOLDINGS PR INC RETIREMENT PLAN

$652K · 147 participants

PAYROLL PROFESSIONAL'S, INC.

PAYROLL PROFESSIONAL'S, INC. 401(K) PLAN

$666K · 13 participants

TRANSPORTATION FUNDING GROUP I

TRANSPORTATION FUNDING GROUP I 401(K) PROFIT SHARING PLAN & TRUST

$651K · 4 participants

JDM FUNDING CORP

JDM FUNDING 401(K) PLAN