Original filing (PDF)20250407091502NAL0025142128001

PENN WYNNE HOMES

Name: PENN WYNNE HOMES — PENN WYNNE HOMES 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: PENN WYNNE HOMES

Form 5500-SF

FILING_RECEIVED

PENN WYNNE HOMES 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

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 PENN WYNNE HOMES.

Plan sponsor

Name

PENN WYNNE HOMES

EIN

23-2918236

Address

229 ALMUR LANE · WYNNEWOOD, PA · 19096

Phone

(610) 896-5050

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ALTA REALITY INC

ALTA REALITY 401(K) PLAN

$185K · 4 participants

CLEARMARK TITLE COMPANY

CLEARMARK TITLE COMPANY 401(K) PROFIT SHARING PLAN

$185K · 12 participants

DOWNING MANAGEMENT, LLC

DOWNING MANAGEMENT, LLC 401(K) PLAN

$185K · 230 participants

NLT REAL ESTATE GROUP, LLC

NLT REAL ESTATE GROUP, LLC CASH BALANCE PENSION PLAN

$185K · 1 participants

ESE REAL ESTATE, LLC

ESE REAL ESTATE, LLC 401(K) PLAN

$184K · 1 participants