Department of Labor filing

VILLAGE SQUARE OF PENNA, INC.

VILLAGE SQUARE 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jan 8, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

14filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$428

Reported employer contributions per active participant.

Higher than about 12% of comparable plans

#People in the filing

289

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$270 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 19% of comparable plans

↗Investment performance

Not available

Plan assets changed 8.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202414out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions12th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense19th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, VILLAGE SQUARE OF PENNA, INC. reported $123,797 in employer contributions across the plan and 289 active participants. That works out to $428 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 17.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 8.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context14/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $123,797
Participant contributions: $697,756
Other contributions: $40,627
Employer share of reported contributions: 15.1%
Beginning assets: $11,389,368
Ending assets: $12,355,940
Ending net assets: $12,355,940
Ending liabilities: $0
Total income: $1,852,281
Total expenses: $885,709
Administrative expenses: $81,570
Participant loans: $255,704

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$516

2023

$468

2024

$428

Plan-paid administrative expenses per participant

2022

$295

2023

$256

2024

$270

Active participants

2022

209

2023

248

2024

289

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$428	289	12.4M	20260108141415NAL0012103440001
2023	$468	248	11.4M	20241011113414NAL0021770593001
2022	$516	209	10.5M	20231005131445NAL0021687537001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 231702523-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 1992
Industry: Real estate
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3B3D3H

Current plan terms

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Filing ACK_ID20260108141415NAL0012103440001

Data sourceDOL Form 5500 bulk data ↗

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