Herman R Ewell Inc Profit Sharing & Savings Plan — Form 5500 plan (Herman R Ewell Inc)
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, Herman R Ewell Inc Profit Sharing & Savings Plan is a benefit plan reported by Herman R Ewell Inc under EIN 23-1490346 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $15,766,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herman R Ewell Inc
- EIN
- 23-1490346
- Plan number
- 001
- Plan type
- 2
- Location
- East Earl, PA
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $15,766,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20240721155051NAL0009142385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,766,144
- Net assets (EOY)
- $15,766,144
- Net assets (BOY)
- $13,287,382
Income & contributions
- Employer contributions
- $281,690
- Participant contributions
- $807,739
- Total contributions
- $1,146,593
- Total income / additions
- $3,553,297
Expenses & distributions
- Benefits paid
- $991,823
- Administrative expenses
- $82,712
- Total expenses
- $1,074,535
- Net increase / (decrease)
- $2,478,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Comprehensive Financial Planning | INVESTMENT ADVISOR | $53,783 | not reported in the loaded dataset | 2023 |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $28,929 | $0 | 2023 |
| Matrix Trust Company | CUSTODIAN | $0 | $0 | 2023 |