Mountville, 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, Mountville, PA has 15 loaded benefit plan(s) reported by 6 plan sponsor(s), with $272,556,025 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $272,556,025
- Total reported liabilities (EOY)
- $72,689,868
- Total reported net assets (EOY)
- $199,866,157
Contributions & income
- Employer contributions
- $14,579,417
- Participant contributions
- $12,658,069
- Total income / additions
- $69,907,833
Expenses & distributions
- Benefits paid / distributions
- $24,055,230
- Total expenses
- $26,652,649
- Net increase / (decrease)
- $43,255,184
Coverage
- Total reported participants
- 9,352
- Plans with financial statements
- 9
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mountville, 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 |
|---|---|---|---|
| Lift, Inc. Employee Stock Ownership Plan | Lift, Inc. | $90,119,989 | 2023 |
| Ahf Products 401(K) Savings Plan | Ahf, LLC Dba Ahf Products | $73,670,093 | 2023 |
| Community Services Group 401(K) Retirement Plan | Community Services Group, Inc. | $50,894,020 | 2023 |
| Lift, Inc. Employee 401(K) Incentive Savings & Psp | Lift, Inc. | $31,889,392 | 2023 |
| Abel Construction Co., Inc. 401(K) Retirement Plan | Abel Construction Co., Inc. | $9,677,579 | 2023 |
| Retirement Income Plan For Employees Of Ahf, LLC | Ahf, LLC Dba Ahf Products | $9,571,868 | 2023 |
| Cooper-Booth Wholesale Co. 401k Profit Sharing Plan | Cooper-Booth Wholesale Co. | $5,937,700 | 2023 |
| Lift, Inc. Welfare Benefit Plan | Lift, Inc. | $795,384 | 2023 |
| Kahn Lucas Lancaster, Inc. Employee'S Investment Plan | Kahn Lucas Lancaster, Inc. | $0 | 2023 |
| Abel Construction Co., Inc. Health & Welfare Plan | Abel Construction Co Inc | not reported in the loaded dataset | 2023 |
| Lift, Inc. Group Insurance Plan | Lift, Inc. | not reported in the loaded dataset | 2023 |
| Community Services Group Benefit Plan | Community Services Group, Inc. | not reported in the loaded dataset | 2023 |
| Cooper-Booth Wholesale Company, Lp Health And Medical Welfare Plan | Cooper-Booth Wholesale Company, Lp | not reported in the loaded dataset | 2023 |
| Ahf, LLC Dba Ahf Products Health And Welfare Plan | Ahf, LLC Dba Ahf Products | not reported in the loaded dataset | 2023 |
| Severance Pay Plan For Salaried Employees Of Ahf, LLC | Ahf, LLC Dba Ahf Products | not reported in the loaded dataset | 2023 |
Largest plans in Mountville → · Mountville plans by participants → · Mountville plans with financial data → · Mountville plans with provider compensation → · $1B+ plans in Mountville →
Related Form 5500 pages
- All PA Form 5500 filings
- Lift, Inc. Employee Stock Ownership Plan (plan 002)
- Lift, Inc. — all reported plans
- Ahf Products 401(K) Savings Plan (plan 001)
- Ahf, LLC Dba Ahf Products — all reported plans
- Community Services Group 401(K) Retirement Plan (plan 001)
- Community Services Group, Inc. — all reported plans
- Lift, Inc. Employee 401(K) Incentive Savings & Psp (plan 001)
- Abel Construction Co., Inc. 401(K) Retirement Plan (plan 001)
- Abel Construction Co., Inc. — all reported plans
- Retirement Income Plan For Employees Of Ahf, LLC (plan 002)
- Cooper-Booth Wholesale Co. 401k Profit Sharing Plan (plan 001)
- Cooper-Booth Wholesale Co. — all reported plans
- Lift, Inc. Welfare Benefit Plan (plan 501)
- Kahn Lucas Lancaster, Inc. Employee'S Investment Plan (plan 001)
- Kahn Lucas Lancaster, Inc. — all reported plans
- Abel Construction Co., Inc. Health & Welfare Plan (plan 501)
- Lift, Inc. Group Insurance Plan (plan 502)
- Community Services Group Benefit Plan (plan 512)
- Cooper-Booth Wholesale Company, Lp Health And Medical Welfare Plan (plan 501)
- Ahf, LLC Dba Ahf Products Health And Welfare Plan (plan 501)
- Severance Pay Plan For Salaried Employees Of Ahf, LLC (plan 503)
- Methodology
- Data sources