2023 Form 5500 filing — Kistler O'Brien Fire Protection Employees 401(K) 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 20240731100946NAL0012587283001) for Kistler O'Brien Fire Protection Employees 401(K) Plan, reported by Geo. W. Kistler, Inc under EIN 23-1729679 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.9MReported net assets$13,893,280
Participants239
Provider compensation$47.4K2 Schedule C row(s)$47,414
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731100946NAL0012587283001
- Plan sponsor
- Geo. W. Kistler, Inc
- EIN
- 23-1729679
- Plan number
- 001
- Location
- Bethlehem, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,893,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,893,280
- Employer contributions
- $363,272
- Participant contributions
- $978,665
- Total income / additions
- $3,263,259
- Benefits paid
- $446,340
- Administrative expenses
- $47,414
- Total expenses
- $493,754
- Net increase / (decrease)
- $2,769,505
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $24,035 | $0 |
| Commonwealth Financial Network Inc | NONE | $23,379 | not reported in the loaded dataset |