2023 Form 5500 filing — Fr. Meyer'S Sohn North America 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 20250226153206NAL0000487283001) for Fr. Meyer'S Sohn North America LLC Employee Benefit Plan, reported by Fr. Meyer'S Sohn North America LLC under EIN 51-0401141 and plan number 501. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$148KReported net assets-$148,039
Participants73
Provider compensation$61.7K4 Schedule C row(s)$61,692
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20250226153206NAL0000487283001
Plan sponsor
Fr. Meyer'S Sohn North America LLC
EIN
51-0401141
Plan number
501
Location
Reading, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1K total assets
Net assets-$148KLiabilities$150.1K
Money in vs. money out
Total income / additions$931.5K
Total expenses$730.6K
Benefits paid / distributions$427.6K
Contributions
Employer$929.6K
Participant$0
Full reported line items
Total assets (EOY)
$2,076
Total liabilities (EOY)
$150,115
Net assets (EOY)
-$148,039
Employer contributions
$929,613
Participant contributions
$0
Total income / additions
$931,484
Benefits paid
$427,594
Administrative expenses
$4,837
Total expenses
$730,604
Net increase / (decrease)
$200,880

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Onedigital (Philadelphia)BROKER$36,900not reported in the loaded dataset
The Benecon Group, LLCBROKER$15,559not reported in the loaded dataset
Capital BluecrossADMIN$4,837not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$4,396not reported in the loaded dataset

Related Form 5500 pages