Duncannon, 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, Duncannon, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $7,113,491 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,113,491
Total reported liabilities (EOY)
$284,226
Total reported net assets (EOY)
$6,829,265

Contributions & income

Employer contributions
$2,403,428
Participant contributions
$985,298
Total income / additions
$4,381,279

Expenses & distributions

Benefits paid / distributions
$2,353,897
Total expenses
$3,758,817
Net increase / (decrease)
$622,462

Coverage

Total reported participants
1,179
Plans with financial statements
5
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Duncannon, 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 Duncannon, PA
PlanSponsorReported assets (EOY)Year
H. E. Rohrer, Inc. Profit Sharing 401(K) PlanH.E. Rohrer, Inc.$4,852,5512023
Simmcon Systems, Inc. 401(K) Profit Sharing PlanSimmcon Systems, Inc.$1,192,7462023
H. E. Rohrer, Inc. Employee Benefit PlanH. E. Rohrer, Inc.$937,0892023
Marstellar Holding Company Employee Benefit PlanMarstellar Holding Company$95,9182023
Maguire'S Ford, Inc. Welfare Benefit PlanMaguire'S Ford, Inc.$35,1872023
H. E. Rohrer, Inc. Group Insurance PlanH. E. Rohrer, Inc.not reported in the loaded dataset2023

Related Form 5500 pages