Plan Ledger DOL Form 5500 · updated monthly

Clarks Summit University403(b)

CLARKS SUMMIT UNIVERSITY 403(B) PLAN · CLARKS SUMMIT, PA · plan year 2022

Plan assets · 2022
$4.6M

Clarks Summit University's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $4,576,911 across 142 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (2,936th of 3,651), and 2,558th of 3,091 in educational services.

Plan summary
Net assets, end of year$4,576,911
Participants with balances142
Active participants49
Employer contributions—
Employee contributions$170,068
Employer contribution per active participant—
Average account balance$32,232
Benefits paid to participants$543,205
Plan auditUnmodified (clean) audit opinion
AuditorMCGRAIL MERKEL QUINN & ASSOC, PC
Similar plansEducational Services · Pennsylvania
Community Day School PA$5.0M · 0.05%
Ccres PA$4.6M · 0.30%
Martha Lloyd School, Inc. PA$4.5M · 0.21%
Central Penn, Inc. PA$4.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150543962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.