2023 Form 5500 filing — Sam Yoder And Son, LLC 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 20241106084917NAL0009884497001) for Sam Yoder And Son, LLC Employee Benefit Plan, reported by Sam Yoder And Son, LLC under EIN 27-4281169 and plan number 501. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106084917NAL0009884497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sam Yoder And Son, LLC
- EIN
- 27-4281169
- Plan number
- 501
- Location
- Greenwood, DE
- Participants
- 64
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,029
- Total liabilities (EOY)
- $52,195
- Net assets (EOY)
- -$25,166
- Employer contributions
- $513,823
- Participant contributions
- $102,141
- Total income / additions
- $616,665
- Benefits paid
- $351,633
- Administrative expenses
- $3,041
- Total expenses
- $641,831
- Net increase / (decrease)
- -$25,166
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| L & W Insurance, Inc. | BROKER | $25,165 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $14,647 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,945 | not reported in the loaded dataset |
| Highmark Of Delaware | ADMIN | $3,041 | not reported in the loaded dataset |