Lebanon, 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, Lebanon, PA has 39 loaded benefit plan(s) reported by 31 plan sponsor(s), with $135,717,707 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
39
Plan sponsors
31
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$135,717,707
Total reported liabilities (EOY)
$1,656,124
Total reported net assets (EOY)
$134,061,583

Contributions & income

Employer contributions
$9,446,517
Participant contributions
$8,404,537
Total income / additions
$39,246,752

Expenses & distributions

Benefits paid / distributions
$19,294,488
Total expenses
$22,663,316
Net increase / (decrease)
$16,583,436

Coverage

Total reported participants
6,361
Plans with financial statements
30
Plans with provider compensation
23

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lebanon, 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 Lebanon, PA
PlanSponsorReported assets (EOY)Year
Lebanon Seaboard 401(K) Plan & TrustLebanon Seaboard Corporation$27,189,0612023
Apr Supply Co. 401(K) PlanApr Supply Company$25,717,1092023
Stanilla Siegel And Maser LLCStanilla Siegel And Maser LLC$18,938,9232023
Weaber Retirement Savings PlanWeaber, Inc.$14,799,3172023
Pennsylvania Counseling Services, Inc. Profit Sharing 401(K) PlanPennsylvania Counseling Services, Inc.$13,422,6402023
M.A. Brightbill Body Works, Inc. 401(K) PspM.A. Brightbill Body Works, Inc.$11,615,4752023
U.S. Retail Flowers, Inc. 401(K) Profit Sharing PlanU.S. Retail Flowers, Inc.$7,251,8862023
Everlast Roofing, Inc. 401(K) PlanEverlast Roofing, Inc.$5,086,2422023
Steckbeck Engineering & Surveying, Inc. EsopSteckbeck Engineering & Surveying, Inc.$4,564,4462023
Cedar Haven Healthcare Center 401(K) PlanCedar Haven Acquisition, LLC D/B/A Cedar Haven Healthcare Center$2,559,4152023
Byler Holdings 401(K) PlanByler Holdings, LLC$2,328,6042023
The Anderson Group 401(K) PlanAnderson Advertising Dba The Anderson Group$656,7692023
Pennsylvania Precision Cast Parts, Inc. Group Medical PlanPennsylvania Precision Cast Parts, Inc.$288,2082023
Boose At Cornwall, Inc. Employee Benefit PlanBoose At Cornwall, Inc.$257,0822023
Jczes Enterprises Inc. Retirement PlanJczes Enterprises Inc.$204,1372023
Finn Family Enterprise, Inc. 401(K) Profit Sharing PlanFinn Family Enterprise, Inc.$196,6852023
Moyer Auto Group Of Lebanon, Inc. Employee Benefit PlanMoyer Auto Group Of Lebanon, Inc.$132,0322023
First Aid And Safety Patrol Of Lebanon Employee Benefit PlanFirst Aid And Safety Patrol Of Lebanon$115,7412023
Regupol America LLC Group Medical PlanRegupol America LLC$99,7032023
K & R Sales, Inc. Employee Benefit PlanK & R Sales, Inc.$71,3392023
Arthur Funk & Sons, Inc. Health & Welfare PlanArthur Funk & Sons, Inc.$62,8722023
Brandywine Recyclers, Inc. Profit Sharing PlanBrandywine Recyclers, Inc.$57,1342023
Byler Holdings LLC Group Medical PlanByler Holdings LLC$37,4602023
Weddle Franchise Consulting, Inc. 401(K) Profit Sharing PlanWeddle Franchise Consulting, Inc.$22,8092023
Lebanon Internal Medicine Associates, P.C. Employee Benefit PlanLebanon Internal Medicine Associates, P.C.$14,7842023

Related Form 5500 pages