Plan5500

Trumbauersville, 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, Trumbauersville, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,697,480 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,641,279
Total reported assets$3.7M$3,697,480
Total reported participants433
Total reported liabilities$56.2K$56,201

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.6MLiabilities$56.2K
Contributions & income
Employer contributions$753.4K
Participant contributions$418.5K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$710.5K
Total expenses$1.2M
Net increase / (decrease)$508.2K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trumbauersville, 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.

Computed from loaded plans

Trumbauersville market comparison

Largest plan share of assets94%Levy School Bus Co. 401(K) Profit Sharing Plan
Participants per plan144Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Trumbauersville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Levy School Bus Co. 401(K) Profit Sharing Plan$3.5M
    Levy School Bus Co. · 2023
  2. 2
    Bracalente'S Manufacturing Co., Inc. Group Medical Plan$208K
    Bracalentes Manufacturing Co., Inc. · 2023
  3. 3
    Tax Savings Account Plan Of Bracalente Manufacturing Company, Inc.not reported in the loaded dataset
    Bracalente'S Manufacturing Co,, Inc. · 2023

Largest plans in Trumbauersville → · Trumbauersville plans by participants → · Trumbauersville plans with financial data → · Trumbauersville plans with provider compensation → · $1B+ plans in Trumbauersville →

Related Form 5500 pages