Sanatoga, 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, Sanatoga, PA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $89,616,840 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $89,616,840
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $89,616,840
Contributions & income
- Employer contributions
- $1,456,724
- Participant contributions
- $1,798,046
- Total income / additions
- $16,473,863
Expenses & distributions
- Benefits paid / distributions
- $3,099,992
- Total expenses
- $3,384,647
- Net increase / (decrease)
- $13,089,216
Coverage
- Total reported participants
- 984
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sanatoga, 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 |
|---|---|---|---|
| Levine & Staller, P.A. 401(K) Safe Harbor Profit Sharing Plan | Levine, Staller, Sklar, Chan & Brown, P.A. | $54,769,024 | 2023 |
| Kierantimberlake, LLC 401(K) Profit Sharing Plan | Kierantimberlake. LLC | $18,236,393 | 2023 |
| Pond Lehocky Llp 401(K) Profit Sharing Plan And Trust | Pond Lehocky Llp | $8,212,632 | 2023 |
| Community Realty Management 401(K) Plan | Community Realty Management Inc | $7,434,665 | 2023 |
| Quarterdeck, Inc. Profit Sharing Plan | Quarterdeck, Inc. | $964,126 | 2023 |
| Linode LLC Cash Balance Pension Plan | Linode LLC | $0 | 2023 |
Largest plans in Sanatoga → · Sanatoga plans by participants → · Sanatoga plans with financial data → · Sanatoga plans with provider compensation → · $1B+ plans in Sanatoga →
Related Form 5500 pages
- All PA Form 5500 filings
- Levine & Staller, P.A. 401(K) Safe Harbor Profit Sharing Plan (plan 002)
- Levine, Staller, Sklar, Chan & Brown, P.A. — all reported plans
- Kierantimberlake, LLC 401(K) Profit Sharing Plan (plan 001)
- Kierantimberlake. LLC — all reported plans
- Pond Lehocky Llp 401(K) Profit Sharing Plan And Trust (plan 001)
- Pond Lehocky Llp — all reported plans
- Community Realty Management 401(K) Plan (plan 002)
- Community Realty Management Inc — all reported plans
- Quarterdeck, Inc. Profit Sharing Plan (plan 001)
- Quarterdeck, Inc. — all reported plans
- Linode LLC Cash Balance Pension Plan (plan 002)
- Linode LLC — all reported plans
- Methodology
- Data sources