Annville, 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, Annville, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $115,984,503 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)
- $115,984,503
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $115,984,503
Contributions & income
- Employer contributions
- $2,262,667
- Participant contributions
- $2,336,625
- Total income / additions
- $20,037,211
Expenses & distributions
- Benefits paid / distributions
- $7,227,205
- Total expenses
- $7,279,429
- Net increase / (decrease)
- $12,757,782
Coverage
- Total reported participants
- 1,505
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Annville, 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 |
|---|---|---|---|
| Lebanon Valley College Defined Contribution Plan | Lebanon Valley College | $112,739,714 | 2023 |
| Funck Brothers Enterprises 401(K) Plan | Funck Brothers Enterprises | $1,829,477 | 2023 |
| The Eagle Graphic'S 401(K) Plan | Eagle Graphics Inc. | $1,415,312 | 2023 |
| Welfare Fringe Benefit Cafeteria Plan | Lebanon Valley College | not reported in the loaded dataset | 2023 |
Largest plans in Annville → · Annville plans by participants → · Annville plans with financial data → · Annville plans with provider compensation → · $1B+ plans in Annville →
Related Form 5500 pages
- All PA Form 5500 filings
- Lebanon Valley College Defined Contribution Plan (plan 001)
- Lebanon Valley College — all reported plans
- Funck Brothers Enterprises 401(K) Plan (plan 001)
- Funck Brothers Enterprises — all reported plans
- The Eagle Graphic'S 401(K) Plan (plan 001)
- Eagle Graphics Inc. — all reported plans
- Welfare Fringe Benefit Cafeteria Plan (plan 507)
- Methodology
- Data sources