Plan5500

The Adept Corporation Group Insurance Plan — Form 5500 plan (The Adept Corporation)

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, The Adept Corporation Group Insurance Plan is a benefit plan reported by The Adept Corporation under EIN 23-1669970 and plan number 501. The latest loaded filing year is 2023. The filing reports 56 participants and $294,272 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Adept Corporation
EIN
23-1669970
Plan number
501
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
56
End-of-year plan assets
$294,272

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202356I, C20250211101615NAL0018893601001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$294,272
Total liabilities (EOY)
$85,837
Net assets (EOY)
$208,435
Net assets (BOY)
$117,141

Income & contributions

Employer contributions
$746,459
Participant contributions
$261,624
Total income / additions
$1,015,694

Expenses & distributions

Benefits paid
$466,294
Administrative expenses
-$12,812
Total expenses
$924,400
Net increase / (decrease)
$91,294

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
E.K.Mcconkey & CoBROKER$20,850not reported in the loaded dataset2023
The Benecon GroupBROKER$13,549not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,828not reported in the loaded dataset2023

Related Form 5500 pages