Levittown, 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, Levittown, PA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $9,645,532 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,645,532
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $9,645,532
Contributions & income
- Employer contributions
- $753,995
- Participant contributions
- $390,222
- Total income / additions
- $2,595,121
Expenses & distributions
- Benefits paid / distributions
- $1,306,288
- Total expenses
- $1,421,587
- Net increase / (decrease)
- $1,173,534
Coverage
- Total reported participants
- 604
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Levittown, 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 |
|---|---|---|---|
| Veltri, Inc. 401(K) Savings Plan | Veltri, Inc. | $9,239,401 | 2023 |
| Mcif 401k | Mike Coscia Ins And Fin Svs Inc | $377,869 | 2023 |
| Twisted K'S, Inc. 401(K) Profit Sharing Plan | Twisted K'S, Inc. | $26,802 | 2023 |
| Rubinsky & Associates, Inc. Retirement Plan | Rubinsky & Associates, Inc. | $1,460 | 2023 |
| Griff And Associates Welfare Benefit Plan | Griff And Associates Lp | not reported in the loaded dataset | 2023 |
Largest plans in Levittown → · Levittown plans by participants → · Levittown plans with financial data → · Levittown plans with provider compensation → · $1B+ plans in Levittown →
Related Form 5500 pages
- All PA Form 5500 filings
- Veltri, Inc. 401(K) Savings Plan (plan 001)
- Veltri, Inc. — all reported plans
- Mcif 401k (plan 001)
- Mike Coscia Ins And Fin Svs Inc — all reported plans
- Twisted K'S, Inc. 401(K) Profit Sharing Plan (plan 001)
- Twisted K'S, Inc. — all reported plans
- Rubinsky & Associates, Inc. Retirement Plan (plan 001)
- Rubinsky & Associates, Inc. — all reported plans
- Griff And Associates Welfare Benefit Plan (plan 501)
- Griff And Associates Lp — all reported plans
- Methodology
- Data sources