Elverson, 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, Elverson, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $55,201,287 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)
- $55,201,287
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $55,201,287
Contributions & income
- Employer contributions
- $1,526,173
- Participant contributions
- $4,619,358
- Total income / additions
- $14,494,760
Expenses & distributions
- Benefits paid / distributions
- $4,092,890
- Total expenses
- $4,286,684
- Net increase / (decrease)
- $10,208,076
Coverage
- Total reported participants
- 1,471
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elverson, 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 |
|---|---|---|---|
| Singer Equipment Co. , Inc. 401(K) Retirement Plan | Singer Equipment Co., Inc. | $54,872,997 | 2023 |
| Panczner Enterprises Inc. Retirement Plan | Panczner Enterprises Inc. | $219,094 | 2023 |
| Stewart Custom Builders, Inc. 401k Profit Sharing Plan | Stewart Custom Builders, Inc. | $54,825 | 2023 |
| Jkv Consulting & Services, Inc. Retirement Plan | Jkv Consulting & Services, Inc. | $54,371 | 2023 |
| Singer Equipment Company Employees Cafeteria Plan | Singer Equipment Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Elverson → · Elverson plans by participants → · Elverson plans with financial data → · Elverson plans with provider compensation → · $1B+ plans in Elverson →
Related Form 5500 pages
- All PA Form 5500 filings
- Singer Equipment Co. , Inc. 401(K) Retirement Plan (plan 001)
- Singer Equipment Co., Inc. — all reported plans
- Panczner Enterprises Inc. Retirement Plan (plan 001)
- Panczner Enterprises Inc. — all reported plans
- Stewart Custom Builders, Inc. 401k Profit Sharing Plan (plan 001)
- Stewart Custom Builders, Inc. — all reported plans
- Jkv Consulting & Services, Inc. Retirement Plan (plan 001)
- Jkv Consulting & Services, Inc. — all reported plans
- Singer Equipment Company Employees Cafeteria Plan (plan 502)
- Methodology
- Data sources