Curwensville, 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, Curwensville, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,233,679 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,233,679
- Total reported net assets (EOY)
- $24,233,679
Contributions & income
- Employer contributions
- $4,050
- Participant contributions
- $1,343,415
- Total income / additions
- $4,414,782
Expenses & distributions
- Benefits paid / distributions
- $456,690
- Total expenses
- $535,616
- Net increase / (decrease)
- $3,879,166
Coverage
- Total reported participants
- 917
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Curwensville, 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 |
|---|---|---|---|
| Lezzer Holdings, Inc. 401(K) Plan | Lezzer Holdings, Inc. | $23,922,164 | 2023 |
| Clearfield County Public Library 403(B) Dc Plan | Clearfield County Public Library | $280,956 | 2023 |
| Tozer Enterprises Inc 401(K) Plan | Tozer Enterprises Inc | $30,559 | 2023 |
| Lezzer Holdings, Inc. Employee Benefit Plan | Lezzer Holdings, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Curwensville → · Curwensville plans by participants → · Curwensville plans with financial data → · Curwensville plans with provider compensation → · $1B+ plans in Curwensville →
Related Form 5500 pages
- All PA Form 5500 filings
- Lezzer Holdings, Inc. 401(K) Plan (plan 003)
- Lezzer Holdings, Inc. — all reported plans
- Clearfield County Public Library 403(B) Dc Plan (plan 001)
- Clearfield County Public Library — all reported plans
- Tozer Enterprises Inc 401(K) Plan (plan 001)
- Tozer Enterprises Inc — all reported plans
- Lezzer Holdings, Inc. Employee Benefit Plan (plan 503)
- Methodology
- Data sources