West Lawn, 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, West Lawn, PA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,983,173 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
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,983,173
Total reported liabilities (EOY)
$108,952
Total reported net assets (EOY)
$3,874,221

Contributions & income

Employer contributions
$723,199
Participant contributions
$417,281
Total income / additions
$1,824,958

Expenses & distributions

Benefits paid / distributions
$672,023
Total expenses
$1,065,974
Net increase / (decrease)
$758,984

Coverage

Total reported participants
215
Plans with financial statements
5
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Lawn, 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 West Lawn, PA
PlanSponsorReported assets (EOY)Year
Western Berks Ambulance 401(K) PlanWestern Berks Ambulance Associat$2,235,4242023
Sml Financial Services Pc 401kSml Financial Services Pc$1,275,8042023
Advantage Tax & Business Services, Inc. 401(K) PlanAdvantage Tax & Business Services, Inc.$436,0902023
Shields CorporationShields Corporation Dba Fromuth Tennis$32,2162023
Harry O. Hahn Seafood, Inc. Group Health PlanHarry O. Hahn Seafood, Inc.$3,6392023

Related Form 5500 pages