Plan5500

Jonestown, 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, Jonestown, PA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,648,036 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Jonestown

  • 1 loaded plans hold $3.6M in reported assets across 1 sponsors.
  • The largest, Sky Markets, Inc. Employees 401(K) Plan, holds 100% of reported Jonestown plan assets.
  • Plans cover 124 participants — about 124 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,646,613
Total reported assets$3.6M$3,648,036
Total reported participants124
Total reported liabilities$1.4K$1,423

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$1.4K
Contributions & income
Employer contributions$101.5K
Participant contributions$120.9K
Total income / additions$819K
Expenses & distributions
Benefits paid / distributions$854.4K
Total expenses$859.2K
Net increase / (decrease)-$40.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jonestown, 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.

Computed from loaded plans

Jonestown market comparison

Largest plan share of assets100%Sky Markets, Inc. Employees 401(K) Plan
Participants per plan124Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Jonestown

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sky Markets, Inc. Employees 401(K) Plan$3.6M
    Sky Markets, Inc. · 2023

Largest plans in Jonestown → · Jonestown plans by participants → · Jonestown plans with financial data → · Jonestown plans with provider compensation → · $1B+ plans in Jonestown →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jonestown, PA?
1 plan(s) reported by 1 sponsor(s) are loaded for Jonestown, PA.

Related Form 5500 pages