Duncansville, 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, Duncansville, PA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $74,529,368 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$74,529,368
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$74,529,368

Contributions & income

Employer contributions
$1,931,850
Participant contributions
$3,595,619
Total income / additions
$18,068,310

Expenses & distributions

Benefits paid / distributions
$35,987,317
Total expenses
$36,310,753
Net increase / (decrease)
-$18,242,443

Coverage

Total reported participants
2,747
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Duncansville, 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 Duncansville, PA
PlanSponsorReported assets (EOY)Year
Value Drug Company 401(K) Profit-Sharing PlanValue Drug Company$40,740,5372023
Hoss'S Steak And Sea House Savings PlanHoss'S Steak And Sea House, Inc.$28,351,5062023
Quality Corrections & Inspections Inc Employees Retirement PlanQuality Corrections & Inspections Inc$4,441,5442023
Virtus Corporation Inc. A Delaware CorporationVirtus Corporation Inc.$557,1242023
Sugar Run Brewing Company 401(K) PlanSugar Run Brewing Company$438,6572023
Hosss Steak And Sea House, Inc. Employee Stock Ownership PlanHosss Steak And Sea House, Inc.$02023
Stuckey Ford-Subaru Employee Benefit PlanStuckey Automotivenot reported in the loaded dataset2023
Hoss'S Steak & Sea House, Inc. Health & Welfare PlanHoss'S Steak & Sea House, Inc.not reported in the loaded dataset2023
Value Drug Company Welfare Benefit PlanValue Drug Companynot reported in the loaded dataset2023
Ace Fix-It Hardware 401(K) PlanBlair Supply Incnot reported in the loaded dataset2023

Related Form 5500 pages