2023 Form 5500 filing — James, Smith, Dietterick & Connelly, Llp 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 20240919115032NAL0003523363001) for James, Smith, Dietterick & Connelly, Llp Employee Benefit Plan, reported by James, Smith, Dietterick & Connelly, Llp under EIN 25-1584038 and plan number 501. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919115032NAL0003523363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James, Smith, Dietterick & Connelly, Llp
- EIN
- 25-1584038
- Plan number
- 501
- Location
- Hershey, PA
- Participants
- 42
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,287
- Total liabilities (EOY)
- $110,065
- Net assets (EOY)
- -$68,778
- Employer contributions
- $210,197
- Participant contributions
- $68,228
- Total income / additions
- $279,196
- Benefits paid
- $207,869
- Administrative expenses
- -$13,960
- Total expenses
- $311,871
- Net increase / (decrease)
- -$32,675
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gunn Mowery | BROKER | $7,985 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $5,306 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $1,216 | not reported in the loaded dataset |
| Young, Oakes, Brown & Co | BROKER | $13 | not reported in the loaded dataset |