Mt. Morris, 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, Mt. Morris, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $19,411,408 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,411,408
- Total reported liabilities (EOY)
- $34,416
- Total reported net assets (EOY)
- $19,376,992
Contributions & income
- Employer contributions
- $519,661
- Participant contributions
- $1,179,123
- Total income / additions
- $4,244,656
Expenses & distributions
- Benefits paid / distributions
- $1,614,360
- Total expenses
- $1,797,629
- Net increase / (decrease)
- $2,447,027
Coverage
- Total reported participants
- 1,185
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Morris, 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 |
|---|---|---|---|
| Shaft Drillers International, LLC 401(K) Profit Sharing Plan | Shaft Drillers International, LLC | $14,074,143 | 2023 |
| Sdi Gas, LLC Profit Sharing Plan | Sdi Gas LLC | $5,289,892 | 2023 |
| Heeter Geotechnical Construction, LLC, Health & Wealfare Program | Heeter Geotechnical Construction | $47,373 | 2023 |
| Shaft Drillers International Employee Benefit Plan | Shaft Drillers International, LLC | not reported in the loaded dataset | 2023 |
| Sdi Gas, LLC Employee Benefit Plan | Sdi Gas, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mt. Morris → · Mt. Morris plans by participants → · Mt. Morris plans with financial data → · Mt. Morris plans with provider compensation → · $1B+ plans in Mt. Morris →
Related Form 5500 pages
- All PA Form 5500 filings
- Shaft Drillers International, LLC 401(K) Profit Sharing Plan (plan 001)
- Shaft Drillers International, LLC — all reported plans
- Sdi Gas, LLC Profit Sharing Plan (plan 001)
- Sdi Gas LLC — all reported plans
- Heeter Geotechnical Construction, LLC, Health & Wealfare Program (plan 501)
- Heeter Geotechnical Construction — all reported plans
- Shaft Drillers International Employee Benefit Plan (plan 501)
- Sdi Gas, LLC Employee Benefit Plan (plan 501)
- Methodology
- Data sources