Adamstown, PA 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, Adamstown, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $34,813,895 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,813,895
Total reported liabilities (EOY)
$4,242,825
Total reported net assets (EOY)
$30,571,070

Contributions & income

Employer contributions
$2,264,253
Participant contributions
$705,624
Total income / additions
$1,857,871

Expenses & distributions

Benefits paid / distributions
$2,962,938
Total expenses
$3,315,548
Net increase / (decrease)
-$1,457,677

Coverage

Total reported participants
1,039
Plans with financial statements
5
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Adamstown, PA 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 Adamstown, PA
PlanSponsorReported assets (EOY)Year
Bollman Hat Company Employee Stock Ownership PlanBollman Hat Company$21,957,7432023
Bollman Hat Company 401(K) PlanBollman Hat Company$9,743,2342023
Stoltzfus Rvs Inc 401(K) PlanStoltzfus Rvs Inc$2,850,7392023
Ralph Good Inc. Employee Benefit PlanRalph Good, Inc.$253,7802023
Stoudt Brewing Company Employee Stock Ownership PlanStoudt Brewing Company$8,3992023
Health, Welfare And Flexible Benefits Plan For Bollman Hat CompanyBollman Hat Companynot reported in the loaded dataset2023

Related Form 5500 pages