Donald B. Remmey, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Donald B. Remmey, Inc. (EIN 23-1543293) is a plan sponsor located in Beaver Springs, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1543293
Location
Beaver Springs, PA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Donald B. Remmey, Inc.

  • 3 loaded plans hold $4.1M in reported assets.
  • The largest, Donald B. Remmey Inc. 401k Plan, holds 95% of this company's reported plan assets.
  • Plans cover 381 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$3,988,383
Total reported assets$4.1M$4,116,695
Total reported participants381
Total reported liabilities$128.3K$128,312

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4MLiabilities$128.3K
Contributions & income
Employer contributions$1.1M
Participant contributions$562.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$855.5K
Total expenses$1.3M
Net increase / (decrease)$862.5K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets95%Donald B. Remmey Inc. 401k Plan
Participants per plan127Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 161 participants · 2023
  2. 2
    Plan #502 · 77 participants · 2023
  3. 3
    Donald B. Remmey, Inc. Group Insurance Plannot reported in the loaded dataset
    Plan #501 · 143 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Donald B. Remmey, Inc.. Open one for its full reported snapshot.

  1. 2023
    Donald B. Remmey, Inc. Group Insurance Plan143 participants · 2No schedules
    View filing →
  2. 2023
    Donald B. Remmey, Inc. Group Medical Plan77 participants · 2Sch ISch C
    View filing →
  3. 2023
    Donald B. Remmey Inc. 401k Plan161 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Donald B. Remmey, Inc. report on Form 5500?
Donald B. Remmey, Inc. (EIN 23-1543293) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Donald B. Remmey, Inc.?
The Employer Identification Number (EIN) reported for Donald B. Remmey, Inc. is 23-1543293.
What is the latest Form 5500 filing year for Donald B. Remmey, Inc.?
The latest loaded Form 5500 filing year for Donald B. Remmey, Inc. is 2023.

Related Form 5500 pages