Plan5500

Shohola, 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, Shohola, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,637,037 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Shohola

  • 2 loaded plans hold $1.6M in reported assets across 2 sponsors.
  • The largest, Spiral Tool Corp 401(K) Profit Sharing Plan & Trust, holds 69% of reported Shohola plan assets.
  • Plans cover 8 participants — about 4 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$1.6MSummed across loaded plans$1,637,037
Total reported assets$1.6M$1,637,037
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$0
Contributions & income
Employer contributions$1.4K
Participant contributions$42.6K
Total income / additions$259.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$120
Net increase / (decrease)$259K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Shohola market comparison

Largest plan share of assets69%Spiral Tool Corp 401(K) Profit Sharing Plan & Trust
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Shohola

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

  1. 1
    Spiral Tool Corp 401(K) Profit Sharing Plan & Trust$1.1M
    Spiral Tool Corporation · 2023
  2. 2
    Westfall Entertainment Complex Inc. 401k Profit Sharing Plan$512.4K
    Westfall Entertainment Complex Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shohola, PA?
2 plan(s) reported by 2 sponsor(s) are loaded for Shohola, PA.

Related Form 5500 pages