Emmaus, 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, Emmaus, PA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $30,168,489 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,168,489
Total reported liabilities (EOY)
$34,911
Total reported net assets (EOY)
$30,133,578

Contributions & income

Employer contributions
$726,127
Participant contributions
$3,246,269
Total income / additions
$8,666,084

Expenses & distributions

Benefits paid / distributions
$3,143,637
Total expenses
$3,563,308
Net increase / (decrease)
$5,102,776

Coverage

Total reported participants
1,809
Plans with financial statements
7
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Emmaus, 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 Emmaus, PA
PlanSponsorReported assets (EOY)Year
Kelly Management Corporation Tax-Advantaged Capital Accumulation PlanKelly Management Corp$18,822,1202023
Pwp Enterprises, Inc.Pwp Enterprises, Inc.$7,694,9102023
Bachman,Kulik,Reinsmith Funeral Home,Pc Defined Contribution PspJohn R. Kulik$2,528,8872023
Dickinson Enterprises, Inc. 401k PlanDickinson Enterprises, Inc.$668,4542023
L & B Randell Enterprises Inc. Profit Sharing PlanL & B Randell Enterprises Inc.$421,5112023
Burkholder'S Heating And Air Conditioning, Inc. Employee Benefit Plan (501)Burkholder'S Heating And Air Conditioning, Inc.$32,6072023
R.L. Reppert Inc. Employee Benefit PlanR.L. Reppert Inc.$02023
Pwp Enterprises, Inc. Employee Benefits PlanPwp Enterprises, Inc.not reported in the loaded dataset2023
Ghk Company, Inc. Dba Kelly Automotive Group Employee Benefits PlanGhk Company, Inc.not reported in the loaded dataset2023

Related Form 5500 pages