How many Form 5500 benefit plans are loaded for Riegelsville, PA?

1 plan(s) reported by 1 sponsor(s) are loaded for Riegelsville, PA.

Riegelsville, 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, Riegelsville, PA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,061,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Riegelsville

1 loaded plans hold $1.1M in reported assets across 1 sponsors.
The largest, David Winston Inc Profit Sharing Plan, holds 100% of reported Riegelsville plan assets.
Plans cover 2 participants — about 2 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,061,997

Total reported assets$1.1M$1,061,997

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets

Net assets$1.1MLiabilities—

Contributions & income

Employer contributions$45.4K

Participant contributionsNot reported

Total income / additions$168.1K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$12.4K

Net increase / (decrease)$155.7K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Riegelsville market comparison

Largest plan share of assets100%David Winston Inc Profit Sharing Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Riegelsville

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

1
David Winston Inc Profit Sharing Plan$1.1M
David Winston Inc · 2023

Largest plans in Riegelsville → · Riegelsville plans by participants → · Riegelsville plans with financial data → · Riegelsville plans with provider compensation → · $1B+ plans in Riegelsville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Riegelsville, PA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Riegelsville, PA.