Morgantown, 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, Morgantown, PA has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $34,933,673 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $34,933,673
- Total reported liabilities (EOY)
- $338,599
- Total reported net assets (EOY)
- $34,595,074
Contributions & income
- Employer contributions
- $3,938,301
- Participant contributions
- $3,680,640
- Total income / additions
- $13,486,515
Expenses & distributions
- Benefits paid / distributions
- $4,939,276
- Total expenses
- $6,341,263
- Net increase / (decrease)
- $7,145,252
Coverage
- Total reported participants
- 2,028
- Plans with financial statements
- 11
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morgantown, 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 |
|---|---|---|---|
| Nuna Baby Essentials Inc 401 K Profit Sharing Plan Trust | Nuna Baby Essentials Inc | $16,615,525 | 2023 |
| Promise To Perform Industries, Inc. | Promise To Perform Industries, Inc. | $7,441,320 | 2023 |
| Viwinco, Inc. 401(K) Plan | Viwinco, Inc. | $6,807,757 | 2023 |
| All American Dairy Products, Inc. 401(K) Profit Sharing Plan | All American Dairy Products, Inc. | $3,530,681 | 2023 |
| Hawklee 401k | Hawklee Corp | $230,545 | 2023 |
| D&K Remodeling Inc. Retirement Plan | D&K Remodeling Inc. | $203,450 | 2023 |
| Promise To Perform Industries, Inc. Group Medical Plan (504) | Promise To Perform Industries, Inc. | $61,211 | 2023 |
| Berg Construction LLC Employee Benefit Plan | Berg Construction LLC | $34,595 | 2023 |
| Phytogenx, Inc. Medical Plan | Phytogenx, Inc. | $6,094 | 2023 |
| Ethosource, LLC Employee Benefit Plan | Ethosource, LLC | $2,495 | 2023 |
| Contractors Advantage Supplemental Unemployment Benefits Plan | Berg Construction LLC | $0 | 2023 |
| Phytogenx, Inc. Employee Benefit Plan | Phytogenx, Inc. | not reported in the loaded dataset | 2023 |
| Promise To Perform Industries, Inc. Health And Welfare Plan | Promise To Perform Industries, Inc. | not reported in the loaded dataset | 2023 |
| Viwinco, Inc. Flexible Benefits Plan | Viwinco, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Morgantown → · Morgantown plans by participants → · Morgantown plans with financial data → · Morgantown plans with provider compensation → · $1B+ plans in Morgantown →
Related Form 5500 pages
- All PA Form 5500 filings
- Nuna Baby Essentials Inc 401 K Profit Sharing Plan Trust (plan 001)
- Nuna Baby Essentials Inc — all reported plans
- Promise To Perform Industries, Inc. (plan 002)
- Promise To Perform Industries, Inc. — all reported plans
- Viwinco, Inc. 401(K) Plan (plan 001)
- Viwinco, Inc. — all reported plans
- All American Dairy Products, Inc. 401(K) Profit Sharing Plan (plan 001)
- All American Dairy Products, Inc. — all reported plans
- Hawklee 401k (plan 001)
- Hawklee Corp — all reported plans
- D&K Remodeling Inc. Retirement Plan (plan 001)
- D&K Remodeling Inc. — all reported plans
- Promise To Perform Industries, Inc. Group Medical Plan (504) (plan 504)
- Berg Construction LLC Employee Benefit Plan (plan 501)
- Berg Construction LLC — all reported plans
- Phytogenx, Inc. Medical Plan (plan 502)
- Phytogenx, Inc. — all reported plans
- Ethosource, LLC Employee Benefit Plan (plan 510)
- Ethosource, LLC — all reported plans
- Contractors Advantage Supplemental Unemployment Benefits Plan (plan 503)
- Phytogenx, Inc. Employee Benefit Plan (plan 501)
- Promise To Perform Industries, Inc. Health And Welfare Plan (plan 501)
- Viwinco, Inc. Flexible Benefits Plan (plan 501)
- Methodology
- Data sources