Lewistown, 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, Lewistown, PA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $22,643,561 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,643,561
Total reported liabilities (EOY)
$194,097
Total reported net assets (EOY)
$22,476,339

Contributions & income

Employer contributions
$1,652,903
Participant contributions
$808,359
Total income / additions
$5,513,805

Expenses & distributions

Benefits paid / distributions
$1,774,154
Total expenses
$2,185,579
Net increase / (decrease)
$3,328,226

Coverage

Total reported participants
747
Plans with financial statements
8
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lewistown, 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 Lewistown, PA
PlanSponsorReported assets (EOY)Year
David M. Maines & Associates, Inc. 401(K) PlanDavid M. Maines Associates, Inc.$18,684,8982023
Mcs Bank 401(K) And Deferred Profit Sharing PlanMcs Bank$3,663,7192023
The Abuse Network, Inc.The Abuse Network, Inc.$119,0502023
M.R. Stax Inc. 401(K) PlanM.R. Stax Inc.$89,7132023
Decatur Township Pension PlanDecatur Township Pension Plan$42,1762023
David M. Maines Associates, Inc. Employee Benefit PlanDavid M. Maines Associates, Inc.$22,9792023
Lake Chevrolet, Inc. Employee Benefit PlanLake Chevrolet-Oldsmobile, Inc.$18,0582023
Page Contracting Inc 401(K) PlanPage Contracting Inc$2,9682023
Nittany Paper Mills Health And Welfare PlanNittany Paper Mills Inc.not reported in the loaded dataset2023

Related Form 5500 pages