Plan5500

John R. Young & Company Benefit Plan — Form 5500 plan (John R. Young & Co.)

Plain-English plan 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, John R. Young & Company Benefit Plan is a benefit plan reported by John R. Young & Co. under EIN 23-1243870 and plan number 501. The latest loaded filing year is 2023. The filing reports 34 participants and $5,621 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$77.9KPlan net assets, end of year-$77,917
Participants34Covered participants reported
Assets / participant$165Computed: assets ÷ participants$165 (computed)
Provider compensation$44K4 Schedule C provider row(s)$43,976
Plan sponsor
John R. Young & Co.
EIN
23-1243870
Plan number
501
Plan type
2
Location
Green Lane, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    34 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.6K total assets
Net assets-$77.9KLiabilities$83.5K
Money in vs. money out
Total income / additions$558.5K
Total expenses$610.3K
Benefits paid / distributions$387.2K
Contributions
Employer$419.8K
Participant$138K
Full reported line items

Net assets

Total assets (EOY)
$5,621
Total liabilities (EOY)
$83,538
Net assets (EOY)
-$77,917
Net assets (BOY)
-$26,183

Income & contributions

Employer contributions
$419,807
Participant contributions
$137,988
Total income / additions
$558,541

Expenses & distributions

Benefits paid
$387,170
Administrative expenses
$15,866
Total expenses
$610,275
Net increase / (decrease)
-$51,734
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 75%Participant 25%
Benefits paid ÷ total income69%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Onedigital (Philadelphia)$16.3K
    BROKER · Direct $16.3K
  2. 2
    Meritain Health, An Aetna Company$15.9K
    ADMIN · Direct $15.9K
  3. 3
    The Benecon Group, LLC$9.7K
    BROKER · Direct $9.7K
  4. 4
    Connectcare3$2.1K
    PATIENT ADVOCATE · Direct $2.1K

What to inspect next

Frequently asked questions

Who sponsors the John R. Young & Company Benefit Plan?
John R. Young & Company Benefit Plan is reported as sponsored by John R. Young & Co. (EIN 23-1243870, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for John R. Young & Company Benefit Plan?
The latest Form 5500 filing year loaded for John R. Young & Company Benefit Plan is 2023.
How many participants does John R. Young & Company Benefit Plan report?
John R. Young & Company Benefit Plan reports 34 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for John R. Young & Company Benefit Plan?
John R. Young & Company Benefit Plan reports $5,621 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages