Avondale, 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, Avondale, PA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $6,771,761 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,771,761
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,771,761

Contributions & income

Employer contributions
$244,596
Participant contributions
$427,626
Total income / additions
$1,952,673

Expenses & distributions

Benefits paid / distributions
$501,852
Total expenses
$560,206
Net increase / (decrease)
$1,392,467

Coverage

Total reported participants
878
Plans with financial statements
5
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Avondale, 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 Avondale, PA
PlanSponsorReported assets (EOY)Year
To-Jo Mushrooms, Inc. 401(K) Profit Sharing PlanTo-Jo Mushrooms, Inc.$6,071,7562023
6wags,Inc. Retirement Plan6wags, Inc.$351,1232023
Harry & Michele Luzetsky Enterprises, Inc. 401(K) Profit Sharing PlanHarry & Michele Luzetsky Enterprises, Inc.$348,8822023
Anholt Technologies, Inc. 401(K) Salary Reduction Plan And TrustAnholt Technologies, Inc.$02023
Omi Corporation 401k Profit Sharing PlanOmi Corporation$02023
Modern Mushroom Farms, Inc. Welfare Benefit PlanModern Mushroom Farms, Inc.not reported in the loaded dataset2023
To-Jo Mushrooms, Inc. Welfare Benefit PlanTo-Jo Mushrooms, Inc.not reported in the loaded dataset2023

Related Form 5500 pages