Millersburg, 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, Millersburg, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $71,918,375 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $71,918,375
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $71,918,375
Contributions & income
- Employer contributions
- $2,476,397
- Participant contributions
- $4,037,412
- Total income / additions
- $17,280,429
Expenses & distributions
- Benefits paid / distributions
- $5,931,441
- Total expenses
- $5,998,134
- Net increase / (decrease)
- $11,282,295
Coverage
- Total reported participants
- 2,033
- Plans with financial statements
- 3
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Millersburg, 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 |
|---|---|---|---|
| Mid Penn Bank Retirement Plan | Mid Penn Bank | $44,750,653 | 2023 |
| Harpoint Holdings, Inc. 401(K) Profit Sharing Plan | Harpoint Holdings, Inc. | $21,934,679 | 2023 |
| Mountain Ridge Metals, LLC 401(K) Plan | Mountain Ridge Metals, LLC | $5,233,043 | 2023 |
| Harpoint Holdings, Inc. Comprehensive Health And Welfare Benefit Plan | Harpoint Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Mid Penn Bank Group Benefits Plan | Mid Penn Bank | not reported in the loaded dataset | 2023 |
| Alvord-Polk, Inc. Group Insurance Plan | Alvord-Polk, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Millersburg → · Millersburg plans by participants → · Millersburg plans with financial data → · Millersburg plans with provider compensation → · $1B+ plans in Millersburg →
Related Form 5500 pages
- All PA Form 5500 filings
- Mid Penn Bank Retirement Plan (plan 001)
- Mid Penn Bank — all reported plans
- Harpoint Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Harpoint Holdings, Inc. — all reported plans
- Mountain Ridge Metals, LLC 401(K) Plan (plan 001)
- Mountain Ridge Metals, LLC — all reported plans
- Harpoint Holdings, Inc. Comprehensive Health And Welfare Benefit Plan (plan 501)
- Mid Penn Bank Group Benefits Plan (plan 501)
- Alvord-Polk, Inc. Group Insurance Plan (plan 501)
- Alvord-Polk, Inc. — all reported plans
- Methodology
- Data sources