Middleburg, 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, Middleburg, PA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,241,033 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,241,033
- Total reported liabilities (EOY)
- $103,201
- Total reported net assets (EOY)
- $25,137,832
Contributions & income
- Employer contributions
- $1,414,825
- Participant contributions
- $2,120,550
- Total income / additions
- $9,931,970
Expenses & distributions
- Benefits paid / distributions
- $1,245,374
- Total expenses
- $1,838,713
- Net increase / (decrease)
- $8,093,257
Coverage
- Total reported participants
- 1,681
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middleburg, 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 |
|---|---|---|---|
| Professional Building Systems, Inc. 401(K) Plan | Professional Building Systems, Inc. | $13,997,527 | 2023 |
| Northway Industries, Inc. Retirement Plan | Northway Industries, Inc. | $8,581,338 | 2023 |
| Ira Middleswarth & Son, Inc. 401(K) Plan | Ira Middleswarth & Son Inc. | $2,472,567 | 2023 |
| Apex Homes Of Pa., LLC Employee Benefit Plan | Apex Homes Of Pa., LLC | $189,601 | 2023 |
| Advanced Concrete Systems Inc Benefit Plan | Advanced Concrete Systems, Inc. | not reported in the loaded dataset | 2023 |
| Professional Building Sys., Inc. Employee Benefit Plan | Professional Building Sys., Inc | not reported in the loaded dataset | 2023 |
Largest plans in Middleburg → · Middleburg plans by participants → · Middleburg plans with financial data → · Middleburg plans with provider compensation → · $1B+ plans in Middleburg →
Related Form 5500 pages
- All PA Form 5500 filings
- Professional Building Systems, Inc. 401(K) Plan (plan 001)
- Professional Building Systems, Inc. — all reported plans
- Northway Industries, Inc. Retirement Plan (plan 001)
- Northway Industries, Inc. — all reported plans
- Ira Middleswarth & Son, Inc. 401(K) Plan (plan 001)
- Ira Middleswarth & Son Inc. — all reported plans
- Apex Homes Of Pa., LLC Employee Benefit Plan (plan 501)
- Apex Homes Of Pa., LLC — all reported plans
- Advanced Concrete Systems Inc Benefit Plan (plan 501)
- Advanced Concrete Systems, Inc. — all reported plans
- Professional Building Sys., Inc. Employee Benefit Plan (plan 503)
- Methodology
- Data sources