Montoursville, 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, Montoursville, PA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,000,329 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
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$3,000,329
Total reported assets$3M$3,000,329
Total reported participants1.5K1,531
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities
Contributions & income
Employer contributions$23.7K
Participant contributions$45.2K
Total income / additions$469.9K
Expenses & distributions
Benefits paid / distributions$34K
Total expenses$46.8K
Net increase / (decrease)$423K

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation0 / 6 ()

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

Montoursville market comparison

Largest plan share of assets96%Anthony R Harlacher Emp Profit Sharing Plan And Tr
Participants per plan255Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Montoursville

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

  1. 1
  2. 2
    Brelsford Construction Company · 2023
  3. 3
  4. 4
    Delta Galil Usa Employee Benefits Plannot reported in the loaded dataset
    Delta Galil Usa, Inc. · 2023
  5. 5
    Fairfield Auto Group Health Benefit Plannot reported in the loaded dataset
    Fairfield Auto Group, Inc. · 2023
  6. 6
    Lycoming Community Care, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Lycoming Community Care, Inc. · 2023

Related Form 5500 pages