Plan5500

Lock Haven, 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, Lock Haven, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $111,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Lock Haven

  • 2 loaded plans hold $111.8K in reported assets across 2 sponsors.
  • The largest, Aungst Enterprises, Inc. 401(K) Plan, holds 100% of reported Lock Haven plan assets.
  • Plans cover 78 participants — about 39 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$111.8KSummed across loaded plans$111,840
Total reported assets$111.8K$111,840
Total reported participants78
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$111.8K total assets
Net assets$111.8KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$0
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$0

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lock Haven, 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.

Computed from loaded plans

Lock Haven market comparison

Largest plan share of assets100%Aungst Enterprises, Inc. 401(K) Plan
Participants per plan39Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lock Haven

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aungst Enterprises, Inc. 401(K) Plan$111.8K
    Aungst Enterprises, Inc. · 2023
  2. 2
    Susque-View Home, Inc. Flexible Benefits Plannot reported in the loaded dataset
    Susque-View Home, Inc. · 2023

Largest plans in Lock Haven → · Lock Haven plans by participants → · Lock Haven plans with financial data → · Lock Haven plans with provider compensation → · $1B+ plans in Lock Haven →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lock Haven, PA?
2 plan(s) reported by 2 sponsor(s) are loaded for Lock Haven, PA.

Related Form 5500 pages