2023 Form 5500 filing — J. J. Powell, Inc. Group Medical 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 20240621090612NAL0002628545001) for J. J. Powell, Inc. Group Medical Plan, reported by J.J. Powell Inc. under EIN 25-1099474 and plan number 503. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621090612NAL0002628545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.J. Powell Inc.
- EIN
- 25-1099474
- Plan number
- 503
- Location
- Philipsburg, PA
- Participants
- 78
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,144
- Total liabilities (EOY)
- $110,902
- Net assets (EOY)
- -$89,758
- Employer contributions
- $785,201
- Participant contributions
- $94,713
- Total income / additions
- $880,494
- Benefits paid
- $552,866
- Administrative expenses
- $24,918
- Total expenses
- $970,252
- Net increase / (decrease)
- -$89,758
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Insurance Agency | BROKER | $39,000 | not reported in the loaded dataset |
| Geisinger Health Plan | ADMIN | $24,918 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $18,866 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,324 | not reported in the loaded dataset |