Carbondale, 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, Carbondale, PA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $33,070,041 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,070,041
- Total reported liabilities (EOY)
- $174,195
- Total reported net assets (EOY)
- $32,895,846
Contributions & income
- Employer contributions
- $1,463,546
- Participant contributions
- $1,266,304
- Total income / additions
- $8,043,244
Expenses & distributions
- Benefits paid / distributions
- $2,641,436
- Total expenses
- $2,992,521
- Net increase / (decrease)
- $5,050,723
Coverage
- Total reported participants
- 1,265
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carbondale, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Hendrick Manufacturing Co. Profit Sharing & Savings Plan | Hendrick Manufacturing Co. | $31,999,050 | 2023 |
| Walls End, Inc. 401k Profit Sharing Plan | Walls End, Inc. | $632,880 | 2023 |
| Herlands Enterprises, Inc. Retirement Plan | Herlands Enterprises, Inc. | $270,000 | 2023 |
| Pleasant Mount Welding, Inc. Group Medical Plan | Pleasant Mount Welding, Inc. | $159,311 | 2023 |
| United Surgical Associates Pc Profit Sharing Plan | United Surgical Associates Pc | $8,800 | 2023 |
| Gentex Corporation Welfare Benefits Plan | Gentex Corporation | not reported in the loaded dataset | 2023 |
| Hendrick Manufacturing Welfare Benefit Plan | Hendrick Manufacturing Co. | not reported in the loaded dataset | 2023 |
Largest plans in Carbondale → · Carbondale plans by participants → · Carbondale plans with financial data → · Carbondale plans with provider compensation → · $1B+ plans in Carbondale →
Related Form 5500 pages
- All PA Form 5500 filings
- Hendrick Manufacturing Co. Profit Sharing & Savings Plan (plan 005)
- Hendrick Manufacturing Co. — all reported plans
- Walls End, Inc. 401k Profit Sharing Plan (plan 001)
- Walls End, Inc. — all reported plans
- Herlands Enterprises, Inc. Retirement Plan (plan 001)
- Herlands Enterprises, Inc. — all reported plans
- Pleasant Mount Welding, Inc. Group Medical Plan (plan 502)
- Pleasant Mount Welding, Inc. — all reported plans
- United Surgical Associates Pc Profit Sharing Plan (plan 001)
- United Surgical Associates Pc — all reported plans
- Gentex Corporation Welfare Benefits Plan (plan 510)
- Gentex Corporation — all reported plans
- Hendrick Manufacturing Welfare Benefit Plan (plan 503)
- Methodology
- Data sources