Leesport, 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, Leesport, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,104,327 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,104,327
Total reported liabilities (EOY)
$30,992
Total reported net assets (EOY)
$4,073,335

Contributions & income

Employer contributions
$471,645
Participant contributions
$774,929
Total income / additions
$1,746,002

Expenses & distributions

Benefits paid / distributions
$726,031
Total expenses
$1,127,346
Net increase / (decrease)
$618,656

Coverage

Total reported participants
429
Plans with financial statements
5
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Leesport, 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 Leesport, PA
PlanSponsorReported assets (EOY)Year
Moyer Auto Group 401(K) PlanG Robert Bilger Inc$3,528,4202023
Jam Snacks Inc. 401(K) PlanJam Snacks Inc.$446,6112023
Eagle Metals, Inc. Employee Benefit PlanEagle Metals, Inc.$51,2922023
G. Robert Bilger, Inc. Group Medical PlanG. Robert Bilger, Inc.$45,9072023
Anthony J. Kodz, LLC Employee Benefit PlanAnthony J Kodz LLC$32,0972023

Related Form 5500 pages