Old Forge, 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, Old Forge, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,852,275 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,852,275
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,852,275

Contributions & income

Employer contributions
$292,590
Participant contributions
$556,466
Total income / additions
$3,484,404

Expenses & distributions

Benefits paid / distributions
$775,934
Total expenses
$872,943
Net increase / (decrease)
$2,611,461

Coverage

Total reported participants
894
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Old Forge, 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 Old Forge, PA
PlanSponsorReported assets (EOY)Year
Northeastern Envelope Company, Employees' Profit Sharing TrustNortheastern Envelope Company$7,824,6402023
Golden Technologies 401(K) PlanGolden Brother, Inc. / Golden Technologies$7,027,6352023
Golden Technologies HealthGolden Technologiesnot reported in the loaded dataset2023

Related Form 5500 pages