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THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN 401k Plan overview

Plan NameTHE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN
Plan identification number 001

THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE AMERICAN LEGION DEPARTMENT OF PA has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN LEGION DEPARTMENT OF PA
Employer identification number (EIN):230343935
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIMBERLY WERT2024-10-07
0012022-01-01KIMBERLY WERT2023-09-26
0012021-01-01KIMBERLY WERT2022-10-12
0012020-01-01SARAH FREEMAN2021-10-14 SARAH FREEMAN2021-10-14
0012019-01-01SARAH FREEMAN2020-10-14 SARAH FREEMAN2020-10-14
0012018-01-01SARAH FREEMAN2019-10-15 SARAH FREEMAN2019-10-15
0012017-01-01RON CONLEY2018-07-28 RON CONLEY2018-07-28
0012016-01-01RON CONLEY2017-07-26 RON CONLEY2017-07-26
0012015-01-01RON CONLEY2016-07-28 RON CONLEY2016-07-28
0012014-01-01RON CONLEY2015-07-30 RON CONLEY2015-07-30
0012013-01-01RON CONLEY2014-07-28 RON CONLEY2014-07-28
0012012-01-01RON CONLEY2013-07-28 RON CONLEY2013-07-28
0012011-01-01RON CONLEY2012-07-30 RON CONLEY2012-07-30
0012010-01-01RONALD CONLEY2011-07-28 RONALD CONLEY2011-07-28

Financial Data on THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN

Measure Date Value
2025 : THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-22169476
Net assets as of the end of the plan year2025-09-220
Total assets as of the beginning of the plan year2025-09-22746055
Value of plan covered by a fidelity bond2025-09-22150000
Other expenses paid from plan in this plan year2025-09-2235
Other income to plan in this plan year2025-09-2225323
Plan net income in this plan year2025-09-22-746055
Net assets as of the end of the plan year2025-09-220
Net assets as of the beginning of the plan year2025-09-22746055
Employer contributions to plan in this plan year2025-09-22-601902
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-22113
Total expenses incurred by plan in this plan year2025-09-171346517
Net assets as of the end of the plan year2025-09-17746055
Total assets as of the beginning of the plan year2025-09-171716637
Value of plan covered by a fidelity bond2025-09-17150000
Other income to plan in this plan year2025-09-17375935
Plan net income in this plan year2025-09-17-970582
Net assets as of the end of the plan year2025-09-17746055
Net assets as of the beginning of the plan year2025-09-171716637
Employer contributions to plan in this plan year2025-09-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-17858
2024 : THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0775323
Net assets as of the end of the plan year2024-10-071716637
Total assets as of the beginning of the plan year2024-10-071665130
Value of plan covered by a fidelity bond2024-10-07150000
Other income to plan in this plan year2024-10-07126830
Plan net income in this plan year2024-10-0751507
Net assets as of the end of the plan year2024-10-071716637
Net assets as of the beginning of the plan year2024-10-071665130
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-071395
2022 : THE AMERICAN LEGION, DEPARTMENT OF PENNSYLVANIA, INC. PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-12172383
Net assets as of the end of the plan year2022-10-121952349
Total assets as of the beginning of the plan year2022-10-121857052
Value of plan covered by a fidelity bond2022-10-12150000
Other income to plan in this plan year2022-10-12192680
Plan net income in this plan year2022-10-1295297
Net assets as of the end of the plan year2022-10-121952349
Net assets as of the beginning of the plan year2022-10-121857052
Employer contributions to plan in this plan year2022-10-1275000
Fees paid to broker by Benefit Provider2022-10-1267
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-12935

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