Plan5500

Martinsburg, 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, Martinsburg, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,814,493 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Martinsburg

  • 3 loaded plans hold $7.8M in reported assets across 3 sponsors.
  • The largest, Drs Kurtz And Kurtz Dds Pc Profit Sharing Plan, holds 83% of reported Martinsburg plan assets.
  • Plans cover 153 participants — about 51 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.8MSummed across loaded plans$7,814,493
Total reported assets$7.8M$7,814,493
Total reported participants153
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities$0
Contributions & income
Employer contributions$222.4K
Participant contributions$162.6K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$65.5K
Total expenses$123.1K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Martinsburg, 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

Martinsburg market comparison

Largest plan share of assets83%Drs Kurtz And Kurtz Dds Pc Profit Sharing Plan
Participants per plan51Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Martinsburg

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

  1. 1
    Drs Kurtz And Kurtz Dds Pc Profit Sharing Plan$6.5M
    Drs Kurtz And Kurtz Dds Pc · 2023
  2. 2
    International Group, LLC 401(K) Plan$1.3M
    International Group, LLC · 2023
  3. 3
    The Village At Morrisons Cove Life And Disability Plannot reported in the loaded dataset
    The Village At Morrisons Cove · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Martinsburg, PA?
3 plan(s) reported by 3 sponsor(s) are loaded for Martinsburg, PA.

Related Form 5500 pages