Roaring Springs, 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 Springs, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $112,805,969 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $112,805,969
- Total reported liabilities (EOY)
- $26,018
- Total reported net assets (EOY)
- $112,779,951
Contributions & income
- Employer contributions
- $646,042
- Participant contributions
- $1,012,001
- Total income / additions
- $8,959,481
Expenses & distributions
- Benefits paid / distributions
- $6,987,302
- Total expenses
- $7,238,856
- Net increase / (decrease)
- $1,720,625
Coverage
- Total reported participants
- 4,596
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roaring Springs, 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 |
|---|---|---|---|
| Smith Transport , Inc. Profit Sharing Plan | Smith Transport, Inc. Profit Sharin | $94,921,353 | 2023 |
| Franklin Logistics Inc. 401(K) Plan | Franklin Logistics Inc. | $9,183,057 | 2023 |
| Macinnis Group, LLC 401(K) Plan | Macinnis Group, LLC | $8,701,559 | 2023 |
| Macinnis Group, LLC Health & Welfare Plan | Macinnis Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Roaring Springs → · Roaring Springs plans by participants → · Roaring Springs plans with financial data → · Roaring Springs plans with provider compensation → · $1B+ plans in Roaring Springs →
Related Form 5500 pages
- All PA Form 5500 filings
- Smith Transport , Inc. Profit Sharing Plan (plan 001)
- Smith Transport, Inc. Profit Sharin — all reported plans
- Franklin Logistics Inc. 401(K) Plan (plan 001)
- Franklin Logistics Inc. — all reported plans
- Macinnis Group, LLC 401(K) Plan (plan 001)
- Macinnis Group, LLC — all reported plans
- Macinnis Group, LLC Health & Welfare Plan (plan 501)
- Methodology
- Data sources