Mcdonald, 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, Mcdonald, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $10,301,434 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)
$10,301,434
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,301,434

Contributions & income

Employer contributions
$1,398,403
Participant contributions
$650,466
Total income / additions
$3,347,303

Expenses & distributions

Benefits paid / distributions
$543,123
Total expenses
$600,852
Net increase / (decrease)
$2,746,451

Coverage

Total reported participants
457
Plans with financial statements
5
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mcdonald, 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 Mcdonald, PA
PlanSponsorReported assets (EOY)Year
All Ways Safe, LLC 401(K) PlanAll Ways Safe, LLC$3,793,7902023
Land Clearing Specialist Inc 401(K) Profit Sharing Plan & TrustLand Clearing Specialist Inc$3,693,9292023
All Ways Safe, LLC Cash Balance Pension PlanAll Ways Safe, LLC$2,091,2502023
North Star Investment Partners Inc. 401(K) PlanNorth Star Investment Partners Inc.$722,4652023
Meyer Senior Services Enterprises, Inc 401k Profit Sharing PlanMeyer Senior Services Enterprises$02023

Related Form 5500 pages