Natrona Heights, 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, Natrona Heights, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,498,103 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)
$21,498,103
Total reported liabilities (EOY)
$104,096
Total reported net assets (EOY)
$21,394,007

Contributions & income

Employer contributions
$2,054,013
Participant contributions
$623,200
Total income / additions
$6,754,769

Expenses & distributions

Benefits paid / distributions
$4,092,245
Total expenses
$4,342,521
Net increase / (decrease)
$2,412,248

Coverage

Total reported participants
465
Plans with financial statements
4
Plans with provider compensation
2

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

Largest loaded plans in Natrona Heights, PA
PlanSponsorReported assets (EOY)Year
J.V. Manufacturing Company, Inc. Profit Based And Salary Reduction Retirement PlanJ. V. Manufacturing Company, Inc.$13,931,4772023
Jacques & Jacques Profit Sharing PlanJacques & Jacques, P.C.$5,151,9062023
General Press Corporation Employee Stock Ownership PlanGeneral Press Corporation$2,403,6112023
J.V. Manufacturing Co., Inc. Group Medical PlanJ.V. Manufacturing Co., Inc.$11,1092023
J.V. Manufacturing Co., Inc. J.V. Manufacturing Co., Inc. Welfare Benefit Plan 501J.V. Manufacturing Co., Inc.not reported in the loaded dataset2023

Related Form 5500 pages