Allentown, NJ Form 5500 retirement and benefit plan filings

City Form 5500 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, Allentown, NJ has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $38,513,720 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,513,720
Total reported liabilities (EOY)
$2,516
Total reported net assets (EOY)
$38,511,204

Contributions & income

Employer contributions
$474,346
Participant contributions
$1,470,988
Total income / additions
$7,648,402

Expenses & distributions

Benefits paid / distributions
$5,300,374
Total expenses
$5,633,297
Net increase / (decrease)
$2,015,105

Coverage

Total reported participants
610
Plans with financial statements
3
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Allentown, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Allentown, NJ
PlanSponsorReported assets (EOY)Year
Allentown LLC 401(K) Profit Sharing PlanAllentown LLC$37,152,1682023
Harris Surveying, Inc. 401(K) PlanHarris Surveying, Inc.$936,3832023
Stoecklin Enterprises, Inc. Retirement PlanStoecklin Enterprises, Inc.$425,1692023
Pennreach Inc Life & Disability PlanPennreach Incnot reported in the loaded dataset2023
Allentown LLC Health And Welfare PlanAllentown LLCnot reported in the loaded dataset2023

Related Form 5500 pages