George Junior Republic In Pennsylvania Retirement Plan — Form 5500 plan (George Junior Republic In Pennsylvania)

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, George Junior Republic In Pennsylvania Retirement Plan is a benefit plan reported by George Junior Republic In Pennsylvania under EIN 25-0753320 and plan number 001. The latest loaded filing year is 2023. The filing reports 544 participants and $33,306,381 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$33.3MPlan net assets, end of year$33,306,381
Participants544Covered participants reported
Assets / participant$61.2KComputed: assets ÷ participants$61,225 (computed)
Provider compensationNone reported
Plan sponsor
George Junior Republic In Pennsylvania
EIN
25-0753320
Plan number
001
Plan type
2
Location
Grove City, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023544H20240910113756NAL0002954083002
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)$33.3M total assets
Net assets$33.3MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$3.7M
Benefits paid / distributions$3.6M
Contributions
Employer$974.9K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$33,306,381
Total liabilities (EOY)
$0
Net assets (EOY)
$33,306,381
Net assets (BOY)
$29,772,265

Income & contributions

Employer contributions
$974,884
Participant contributions
$1,320,666
Total contributions
$2,311,222
Total income / additions
$7,279,894

Expenses & distributions

Benefits paid
$3,645,202
Administrative expenses
$86,500
Total expenses
$3,745,778
Net increase / (decrease)
$3,534,116
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.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income50%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages