Womelsdorf, 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, Womelsdorf, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,886,548 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,886,548
Total reported liabilities (EOY)
$460,533
Total reported net assets (EOY)
$4,426,015

Contributions & income

Employer contributions
$638,601
Participant contributions
$465,707
Total income / additions
$1,677,979

Expenses & distributions

Benefits paid / distributions
$822,014
Total expenses
$1,040,031
Net increase / (decrease)
$637,948

Coverage

Total reported participants
650
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Womelsdorf, 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 Womelsdorf, PA
PlanSponsorReported assets (EOY)Year
Bethany Children'S Home And Affiliated Employers' 401(K) PlanBethany Children'S Home$3,416,2932023
Raub'S Twin Kiss, Inc., Employees' Profit Sharing TrustRaub'S Twin Kiss, Inc.$1,275,4592023
Dieffenbach'S Potato Chips, Inc Group Medical PlanDieffenbachs Potato Chips, Inc.$194,7962023
Bethany Children'S Home & Affiliated Employers Group Benefit PlanBethany Childrens Homenot reported in the loaded dataset2023
Dieffenbach'S Potato Chips, Inc. Group Insurance PlanDieffenbachs Potato Chips, Inc.not reported in the loaded dataset2023

Related Form 5500 pages