2023 Form 5500 filing — John Gross & Company, Inc. Group Medical Plan (501)
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 20241118111737NAL0002392768001) for John Gross & Company, Inc. Group Medical Plan (501), reported by John Gross & Company, Inc. under EIN 23-1900738 and plan number 501. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118111737NAL0002392768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Gross & Company, Inc.
- EIN
- 23-1900738
- Plan number
- 501
- Location
- Mechanicsburg, PA
- Participants
- 87
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,681
- Total liabilities (EOY)
- $19,024
- Net assets (EOY)
- $90,657
- Employer contributions
- $784,497
- Participant contributions
- $256,855
- Total income / additions
- $1,049,017
- Benefits paid
- $735,832
- Administrative expenses
- $42,247
- Total expenses
- $1,064,878
- Net increase / (decrease)
- -$15,861
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcconkey Benefit & Financial Servic | BROKER | $28,504 | not reported in the loaded dataset |
| Capital Blue Cross | ADMIN | $6,108 | not reported in the loaded dataset |
| Benefitmall Tpa | PATIENT ADVOCATE | $5,599 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $2,036 | not reported in the loaded dataset |