Forty Fort, 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, Forty Fort, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,815,407 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,815,407
- Total reported liabilities (EOY)
- $132,686
- Total reported net assets (EOY)
- $12,682,721
Contributions & income
- Employer contributions
- $804,652
- Participant contributions
- $1,002,451
- Total income / additions
- $3,891,335
Expenses & distributions
- Benefits paid / distributions
- $2,257,914
- Total expenses
- $2,561,228
- Net increase / (decrease)
- $1,330,107
Coverage
- Total reported participants
- 541
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Forty Fort, 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 |
|---|---|---|---|
| Performance Horizon, Inc. 401(K) Plan | Performance Horizon Inc | $12,796,178 | 2023 |
| Beyond Behavior Consulting LLC Employee Benefit Plan | Beyond Behavior Consulting LLC | $19,229 | 2023 |
| Performance Horizon Dba Partnerize Health And Welfare Benefit Plan | Performance Horizon Dba Partnerize | not reported in the loaded dataset | 2023 |
Largest plans in Forty Fort → · Forty Fort plans by participants → · Forty Fort plans with financial data → · Forty Fort plans with provider compensation → · $1B+ plans in Forty Fort →
Related Form 5500 pages
- All PA Form 5500 filings
- Performance Horizon, Inc. 401(K) Plan (plan 001)
- Performance Horizon Inc — all reported plans
- Beyond Behavior Consulting LLC Employee Benefit Plan (plan 501)
- Beyond Behavior Consulting LLC — all reported plans
- Performance Horizon Dba Partnerize Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources