S & A Homes, 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, S & A Homes, Inc. (EIN 25-1375017) is a plan sponsor located in State College, PA with 3 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
25-1375017
Location
State College, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,280,640
Total reported liabilities (EOY)
$3,373
Total reported net assets (EOY)
$24,277,267

Contributions & income

Employer contributions
$1,812,676
Participant contributions
$1,431,160
Total income / additions
$6,804,289

Expenses & distributions

Benefits paid / distributions
$7,722,253
Total expenses
$8,407,716
Net increase / (decrease)
-$1,603,427

Coverage

Total reported participants
638
Plans with financial statements
2
Plans with provider compensation
3

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.

Largest loaded plans by reported assets

S & A Homes, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
S & A Homes And Affiliates Profit Sharing And 401(K) Plan001318$22,462,7122023
S & A Homes, Inc. Group Health Plan502160$1,817,9282023
S & A Homes, Inc. Group Medical Plan501160not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for S & A Homes, Inc.
YearPlanParticipantsSchedulesFiling
2023S & A Homes, Inc. Group Health Plan160H, C20240821134910NAL0008577474001
2023S & A Homes, Inc. Group Medical Plan160C20240821135012NAL0003991505001
2023S & A Homes And Affiliates Profit Sharing And 401(K) Plan318H, C20241009105316NAL0032469968001

Related Form 5500 pages