New Freedom, 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, New Freedom, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $27,521,103 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
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,521,103
Total reported liabilities (EOY)
$19,057
Total reported net assets (EOY)
$27,502,046

Contributions & income

Employer contributions
$375,640
Participant contributions
$1,197,392
Total income / additions
$5,668,132

Expenses & distributions

Benefits paid / distributions
$789,496
Total expenses
$890,654
Net increase / (decrease)
$4,777,478

Coverage

Total reported participants
724
Plans with financial statements
4
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Freedom, 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 New Freedom, PA
PlanSponsorReported assets (EOY)Year
Crescent Industries, Inc. 401(K) Profit Sharing PlanCrescent Industries, Inc.$9,965,6052023
Crescent Industries Employee Stock Ownership PlanCrescent Industries, Inc.$6,714,4112023
Oakworks, Inc. 401(K) Profit Sharing PlanOakworks, Inc.$6,054,5372023
Gemcraft Homes Inc 401(K) PlanGemcraft Homes Inc$4,786,5502023
Crescent Industries Employee Benefit PlanCrescent Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages