Gilberton, 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, Gilberton, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,062,795 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,062,795
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,062,795

Contributions & income

Employer contributions
$267,601
Participant contributions
$635,927
Total income / additions
$2,739,019

Expenses & distributions

Benefits paid / distributions
$482,887
Total expenses
$541,197
Net increase / (decrease)
$2,197,822

Coverage

Total reported participants
530
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gilberton, 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 Gilberton, PA
PlanSponsorReported assets (EOY)Year
The Rich Companies 401(K) PlanGilberton Coal Company$15,062,7952023
Rich CompaniesGilberton Coal Companynot reported in the loaded dataset2023

Related Form 5500 pages