2023 Form 5500 filing — Andrew S. Mccreath & Son, Inc. Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604102323NAL0031022064001) for Andrew S. Mccreath & Son, Inc. Employee Benefit Plan, reported by Andrew S. Mccreath & Son, Inc. under EIN 23-1519989 and plan number 501. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$94.5KReported net assets$94,527
Participants38
Provider compensation$25.3K4 Schedule C row(s)$25,271
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240604102323NAL0031022064001
- Plan sponsor
- Andrew S. Mccreath & Son, Inc.
- EIN
- 23-1519989
- Plan number
- 501
- Location
- Harrisburg, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$131.5K total assets
Net assets$94.5KLiabilities$36.9K
Full reported line items
- Total assets (EOY)
- $131,459
- Total liabilities (EOY)
- $36,932
- Net assets (EOY)
- $94,527
- Employer contributions
- $564,900
- Participant contributions
- $0
- Total income / additions
- $565,396
- Benefits paid
- $185,243
- Administrative expenses
- $3,632
- Total expenses
- $457,470
- Net increase / (decrease)
- $107,926
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pci (Pa Chamber Insurance) | BROKER | $11,508 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $7,928 | not reported in the loaded dataset |
| Capital Blue Cross | ADMIN | $3,632 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $2,203 | not reported in the loaded dataset |