Stevens, 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, Stevens, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,653,250 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)
- $7,653,250
- Total reported liabilities (EOY)
- $86,567
- Total reported net assets (EOY)
- $7,566,683
Contributions & income
- Employer contributions
- $1,273,107
- Participant contributions
- $1,348,288
- Total income / additions
- $3,634,953
Expenses & distributions
- Benefits paid / distributions
- $939,895
- Total expenses
- $1,657,798
- Net increase / (decrease)
- $1,977,155
Coverage
- Total reported participants
- 1,172
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stevens, 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 |
|---|---|---|---|
| Jf Martin Family Corporation 401(K) Plan | Jf Martin Family Corporation | $3,614,935 | 2023 |
| Boose Aluminum Foundry Co., Inc. 401(K) Profit Sharing Plan | Boose Aluminum Foundry Co., Inc. | $3,584,123 | 2023 |
| Boose Aluminum Foundry Co Inc Welfare Benefit Plan | Boose Aluminum Foundry Co Inc | $431,320 | 2023 |
| Steffy Concrete, Inc. Employee Benefit Plan (501) | Steffy Concrete, Inc. | $22,872 | 2023 |
| John F. Martin & Son, Inc. Welfare Benefit Plan | Jf Martin Family Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Stevens → · Stevens plans by participants → · Stevens plans with financial data → · Stevens plans with provider compensation → · $1B+ plans in Stevens →
Related Form 5500 pages
- All PA Form 5500 filings
- Jf Martin Family Corporation 401(K) Plan (plan 001)
- Jf Martin Family Corporation — all reported plans
- Boose Aluminum Foundry Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Boose Aluminum Foundry Co., Inc. — all reported plans
- Boose Aluminum Foundry Co Inc Welfare Benefit Plan (plan 501)
- Steffy Concrete, Inc. Employee Benefit Plan (501) (plan 501)
- Steffy Concrete, Inc. — all reported plans
- John F. Martin & Son, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources