Roaring Spring, 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, Roaring Spring, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,319,638 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
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,319,638
Total reported liabilities (EOY)
$69,645
Total reported net assets (EOY)
$11,249,993

Contributions & income

Employer contributions
$594,479
Participant contributions
$527,257
Total income / additions
$3,159,946

Expenses & distributions

Benefits paid / distributions
$2,179,674
Total expenses
$2,432,247
Net increase / (decrease)
$727,699

Coverage

Total reported participants
1,000
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roaring Spring, 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 Roaring Spring, PA
PlanSponsorReported assets (EOY)Year
The 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book CompanyRoaring Spring Blank Book Company$9,575,7412023
Cove Family Practice, Inc. 401(K) Profit Sharing PlanCove Family Practice, Inc. 401(K) Profit Sharing Plan$1,716,7702023
Renaissance Nutrition, Inc. Employee Benefit PlanRenaissance Nutrition, Inc.$27,1272023
Welfare Benefits Plan For Roaring Spring Blank Book CompanyRoaring Spring Blank Book Companynot reported in the loaded dataset2023
The Smith Transport/Franklin Logistics Health And Welfare PlanSmith Transport, Inc.not reported in the loaded dataset2023

Related Form 5500 pages