Plan5500

Turtle Creek, 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, Turtle Creek, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,653,593 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

What stands out in Turtle Creek

  • 2 loaded plans hold $2.7M in reported assets across 1 sponsors.
  • The largest, Taktl, LLC 401(K) Plan, holds 100% of reported Turtle Creek plan assets.
  • Plans cover 249 participants — about 125 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.7MSummed across loaded plans$2,653,593
Total reported assets$2.7M$2,653,593
Total reported participants249
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$0
Contributions & income
Employer contributions$151K
Participant contributions$305.7K
Total income / additions$816.1K
Expenses & distributions
Benefits paid / distributions$36.8K
Total expenses$54.2K
Net increase / (decrease)$761.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Turtle Creek market comparison

Largest plan share of assets100%Taktl, LLC 401(K) Plan
Participants per plan125Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Turtle Creek

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

  1. 1
    Taktl, LLC 401(K) Plan$2.7M
    Taktl, LLC · 2023
  2. 2
    Taktl LLC Health And Welfare Plannot reported in the loaded dataset
    Taktl LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages