Smithton, 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, Smithton, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,760,646 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
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,760,646
Total reported net assets (EOY)
$14,760,646

Contributions & income

Employer contributions
$1,105,048
Participant contributions
$2,210,009
Total income / additions
$5,384,778

Expenses & distributions

Benefits paid / distributions
$1,720,802
Total expenses
$1,768,624
Net increase / (decrease)
$3,616,154

Coverage

Total reported participants
1,766
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Smithton, 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 Smithton, PA
PlanSponsorReported assets (EOY)Year
Schultz-Levin 401k PlanLevin Furniture, LLC$14,760,6462023
Levin Furniture, LLC Health And Welfare PlanLevin Furniture, LLCnot reported in the loaded dataset2023

Related Form 5500 pages