2023 Form 5500 filing — John Evans' Sons, Incorporated 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 20250729104841NAL0003128817001) for John Evans' Sons, Incorporated Employee Benefit Plan, reported by John Evans' Sons LLC under EIN 88-1012146 and plan number 501. It reports 72 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)$33.4KReported net assets$33,359
Participants72
Provider compensation$45.5K5 Schedule C row(s)$45,490
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250729104841NAL0003128817001
- Plan sponsor
- John Evans' Sons LLC
- EIN
- 88-1012146
- Plan number
- 501
- Location
- Lansdale, 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)$175.1K total assets
Net assets$33.4KLiabilities$141.7K
Full reported line items
- Total assets (EOY)
- $175,081
- Total liabilities (EOY)
- $141,722
- Net assets (EOY)
- $33,359
- Employer contributions
- $1,080,572
- Participant contributions
- $340,476
- Total income / additions
- $1,425,400
- Benefits paid
- $896,112
- Administrative expenses
- $4,487
- Total expenses
- $1,355,003
- Net increase / (decrease)
- $70,397
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital (Philadelphia) | BROKER | $25,662 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $12,927 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $3,479 | not reported in the loaded dataset |
| Meritain Health, An Aetna Company | ADMIN | $3,455 | not reported in the loaded dataset |
| Aetna | ADMIN | -$33 | not reported in the loaded dataset |