Fleetwood, 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, Fleetwood, PA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $11,158,900 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)
- $11,158,900
- Total reported liabilities (EOY)
- $160,776
- Total reported net assets (EOY)
- $11,040,710
Contributions & income
- Employer contributions
- $2,239,275
- Participant contributions
- $800,900
- Total income / additions
- $4,722,766
Expenses & distributions
- Benefits paid / distributions
- $2,507,045
- Total expenses
- $3,529,609
- Net increase / (decrease)
- $1,193,157
Coverage
- Total reported participants
- 861
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fleetwood, 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 |
|---|---|---|---|
| Concern Professional Services 401(K) Plan | Concern-Professional Services For Children, Youth And Families | $10,565,376 | 2023 |
| W.D. Zwicky & Son, Inc. Employee Benefit Plan | W.D. Zwicky & Son, Inc. | $231,689 | 2023 |
| Fleetwood Bank Employee Benefit Plan | Fleetwood Bank | $167,300 | 2023 |
| Marino & Sons Enterprises Inc. Retirement Plan | Marino & Sons Enterprises Inc. | $160,591 | 2023 |
| Weaver'S Hardware Company Employee Benefit Plan | Weavers Hardware Company | $18,549 | 2023 |
| Axcess Industries, Inc. Employee Benefit Plan | Axcess Industries, Inc. | $15,395 | 2023 |
| Concern Professional Services For Children Youth And Families Welfare Plan | Concern - Professional Services For Children, Youth And Families | not reported in the loaded dataset | 2023 |
Largest plans in Fleetwood → · Fleetwood plans by participants → · Fleetwood plans with financial data → · Fleetwood plans with provider compensation → · $1B+ plans in Fleetwood →
Related Form 5500 pages
- All PA Form 5500 filings
- Concern Professional Services 401(K) Plan (plan 003)
- Concern-Professional Services For Children, Youth And Families — all reported plans
- W.D. Zwicky & Son, Inc. Employee Benefit Plan (plan 501)
- W.D. Zwicky & Son, Inc. — all reported plans
- Fleetwood Bank Employee Benefit Plan (plan 503)
- Fleetwood Bank — all reported plans
- Marino & Sons Enterprises Inc. Retirement Plan (plan 001)
- Marino & Sons Enterprises Inc. — all reported plans
- Weaver'S Hardware Company Employee Benefit Plan (plan 501)
- Weavers Hardware Company — all reported plans
- Axcess Industries, Inc. Employee Benefit Plan (plan 501)
- Axcess Industries, Inc. — all reported plans
- Concern Professional Services For Children Youth And Families Welfare Plan (plan 502)
- Methodology
- Data sources