York Haven, 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, York Haven, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,728,023 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,728,023
Total reported liabilities (EOY)
$208,498
Total reported net assets (EOY)
$16,519,525

Contributions & income

Employer contributions
$1,671,311
Participant contributions
$1,563,781
Total income / additions
$5,415,119

Expenses & distributions

Benefits paid / distributions
$2,293,381
Total expenses
$2,920,774
Net increase / (decrease)
$2,494,345

Coverage

Total reported participants
356
Plans with financial statements
4
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for York Haven, 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 York Haven, PA
PlanSponsorReported assets (EOY)Year
James Craft & Son, Inc. 401(K) Retirement PlanJames Craft & Son, Inc.$15,974,0632023
James Craft & Son, Inc. Employee Benefit PlanJames Craft & Son, Inc.$380,0462023
Monarch Products Company Employee Benefit PlanMonarch Products Company, Inc.$268,0462023
York Haven Fabricators, Inc. Employee Benefit Plan (501)York Haven Fabricators, Inc.$105,8682023

Related Form 5500 pages