Southampton, 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, Southampton, PA has 17 loaded benefit plan(s) reported by 11 plan sponsor(s), with $372,958,993 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$372,958,993
Total reported liabilities (EOY)
$76,298,862
Total reported net assets (EOY)
$296,660,131

Contributions & income

Employer contributions
$4,596,324
Participant contributions
$4,063,597
Total income / additions
-$18,758,352

Expenses & distributions

Benefits paid / distributions
$15,625,252
Total expenses
$17,552,452
Net increase / (decrease)
-$36,310,804

Coverage

Total reported participants
2,542
Plans with financial statements
11
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southampton, 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 Southampton, PA
PlanSponsorReported assets (EOY)Year
Newage Industries, Inc. Employee Stock Ownership PlanNewage Industries, Inc.$257,580,3542023
Superpac, Inc. Employee'S Retirement Savings PlanSuperpac, Inc.$39,171,3792023
Environmental Tectonics Corp Retirement Savings PlanEnvironmental Tectonics Corp$24,531,3642023
Tri-Century Eye Care, P.C. 401(K) Profit Sharing PlanTri-Century Eye Care, P.C.$19,041,9732023
Newage Industries, Inc. 401(K) PlanNewage Industries, Inc.$18,550,2612023
Quaint Oak Bank 401(K) PlanQuaint Oak Bank$5,036,5652023
Hpt Systems, Inc. 401(K) Profit Sharing PlanHpt Systems, Inc.$4,166,3852023
Quaint Oak Bancorp, Inc. Employee Stock Ownership PlanQuaint Oak Bancorp, Inc. And Quaint Oak Bank$2,842,3192023
Schiller Grounds Care, Inc. Union Employees 401(K) PlanSchiller Grounds Care, Inc.$1,175,7932023
Gerald L. Bowen, Pc Money Purchase Pension PlanGerald L Bowen, Pc$515,0272023
Weiss Lubrano Enterprises, Inc. 401(K) Profit Sharing PlanWeiss Lubrano Enterprises, Inc.$347,5732023
Bethanna Employee Benefits PlanBethannanot reported in the loaded dataset2023
Superpac, Inc. Voluntary DentalSuperpac, Inc.not reported in the loaded dataset2023
Superpac, Inc. Group Medical PlanSuperpac, Inc.not reported in the loaded dataset2023
Superpac, Inc. Employee Benefit PlanSuperpac, Inc.not reported in the loaded dataset2023
Newage Industries, Inc. Health And Welfare PlanNewage Industries, Inc.not reported in the loaded dataset2023
Quaint Oak BankQuaint Oak Banknot reported in the loaded dataset2023

Related Form 5500 pages