Kistler O'Brien Fire Protection Employees 401(K) Plan — Form 5500 plan (Geo. W. Kistler, Inc)
Plain-English plan 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, Kistler O'Brien Fire Protection Employees 401(K) Plan is a benefit plan reported by Geo. W. Kistler, Inc under EIN 23-1729679 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $13,893,280 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.9MPlan net assets, end of year$13,893,280
Participants239Covered participants reported
Assets / participant$58.1KComputed: assets ÷ participants$58,131 (computed)
Provider compensation$47.4K2 Schedule C provider row(s)$47,414
- Plan sponsor
- Geo. W. Kistler, Inc
- EIN
- 23-1729679
- Plan number
- 001
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240731100946NAL0012587283001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,893,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,893,280
- Net assets (BOY)
- $11,123,775
Income & contributions
- Employer contributions
- $363,272
- Participant contributions
- $978,665
- Total contributions
- $1,347,555
- Total income / additions
- $3,263,259
Expenses & distributions
- Benefits paid
- $446,340
- Administrative expenses
- $47,414
- Total expenses
- $493,754
- Net increase / (decrease)
- $2,769,505
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $24,035 | $0 | 2023 |
| Commonwealth Financial Network Inc | NONE | $23,379 | not reported in the loaded dataset | 2023 |