Kutztown, 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, Kutztown, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $16,810,329 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)
- $16,810,329
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $16,810,329
Contributions & income
- Employer contributions
- $784,694
- Participant contributions
- $1,481,734
- Total income / additions
- $5,459,252
Expenses & distributions
- Benefits paid / distributions
- $1,312,233
- Total expenses
- $1,456,894
- Net increase / (decrease)
- $4,002,358
Coverage
- Total reported participants
- 1,156
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kutztown, 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 |
|---|---|---|---|
| Palram 401(K) Plan | Palram Americas, Inc. | $7,433,512 | 2023 |
| Jetson Specialty Marketing Services Inc. 401(K) Retirement | Jetson Specialty Marketing Servi | $6,419,898 | 2023 |
| Fenstermacher Construction Services Inc | William M Fenstermacher | $1,707,674 | 2023 |
| Udelicious Ice, Inc. Retirement Plan | Udelicious Ice, Inc. | $1,249,245 | 2023 |
| Jetson Specialty Marketing Services, Inc. Employee Benefits Welfare Plan | Jetson Specialty Marketing Services, Inc. | not reported in the loaded dataset | 2023 |
| Palram Americas Inc Employee Benefits Plan | Palram Americas Inc | not reported in the loaded dataset | 2023 |
Largest plans in Kutztown → · Kutztown plans by participants → · Kutztown plans with financial data → · Kutztown plans with provider compensation → · $1B+ plans in Kutztown →
Related Form 5500 pages
- All PA Form 5500 filings
- Palram 401(K) Plan (plan 001)
- Palram Americas, Inc. — all reported plans
- Jetson Specialty Marketing Services Inc. 401(K) Retirement (plan 001)
- Jetson Specialty Marketing Servi — all reported plans
- Fenstermacher Construction Services Inc (plan 001)
- William M Fenstermacher — all reported plans
- Udelicious Ice, Inc. Retirement Plan (plan 001)
- Udelicious Ice, Inc. — all reported plans
- Jetson Specialty Marketing Services, Inc. Employee Benefits Welfare Plan (plan 501)
- Palram Americas Inc Employee Benefits Plan (plan 501)
- Methodology
- Data sources