Willow Street, 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, Willow Street, PA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $29,163,138 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,163,138
- Total reported liabilities (EOY)
- $224,673
- Total reported net assets (EOY)
- $28,938,465
Contributions & income
- Employer contributions
- $2,485,102
- Participant contributions
- $2,469,503
- Total income / additions
- $9,706,175
Expenses & distributions
- Benefits paid / distributions
- $5,918,945
- Total expenses
- $7,061,964
- Net increase / (decrease)
- $2,644,211
Coverage
- Total reported participants
- 2,164
- Plans with financial statements
- 4
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Willow Street, 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 |
|---|---|---|---|
| Willow Valley Communities 401(K) Plan | Willow Valley Communities | $28,894,713 | 2023 |
| Groff'S Heating Air Conditioning & Plumbing, Inc. Group Health Plan | Groff'S Heating Air Conditioning & Plumbing, Inc. | $190,670 | 2023 |
| J.K. Mechanical Inc. Employee Health Plan | J.K. Mechanical Inc. | $61,199 | 2023 |
| G.R. Mitchell, Inc. Employee Benefit Plan | G.R. Mitchell, Inc. | $16,556 | 2023 |
| Willow Valley Associates, Inc. Group Health Insurance Plan | Willow Valley Associates, Inc. | not reported in the loaded dataset | 2023 |
| Willow Valley Point Of Service Plan | Willow Valley Communities | not reported in the loaded dataset | 2023 |
Largest plans in Willow Street → · Willow Street plans by participants → · Willow Street plans with financial data → · Willow Street plans with provider compensation → · $1B+ plans in Willow Street →
Related Form 5500 pages
- All PA Form 5500 filings
- Willow Valley Communities 401(K) Plan (plan 001)
- Willow Valley Communities — all reported plans
- Groff'S Heating Air Conditioning & Plumbing, Inc. Group Health Plan (plan 501)
- Groff'S Heating Air Conditioning & Plumbing, Inc. — all reported plans
- J.K. Mechanical Inc. Employee Health Plan (plan 501)
- J.K. Mechanical Inc. — all reported plans
- G.R. Mitchell, Inc. Employee Benefit Plan (plan 501)
- G.R. Mitchell, Inc. — all reported plans
- Willow Valley Associates, Inc. Group Health Insurance Plan (plan 501)
- Willow Valley Associates, Inc. — all reported plans
- Willow Valley Point Of Service Plan (plan 501)
- Methodology
- Data sources