Fanelli Brothers Trucking Company Employee Benefit Plan (501) — Form 5500 plan (Fanelli Brothers Trucking 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, Fanelli Brothers Trucking Company Employee Benefit Plan (501) is a benefit plan reported by Fanelli Brothers Trucking Co. under EIN 23-1681214 and plan number 501. The latest loaded filing year is 2023. The filing reports 30 participants and $95,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fanelli Brothers Trucking Co.
- EIN
- 23-1681214
- Plan number
- 501
- Plan type
- 2
- Location
- Pottsville, PA
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $95,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I, C | 20240618171155NAL0004017696001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $95,532
- Total liabilities (EOY)
- $244,648
- Net assets (EOY)
- -$149,116
- Net assets (BOY)
- -$142,949
Income & contributions
- Employer contributions
- $358,369
- Participant contributions
- $135,587
- Total income / additions
- $497,968
Expenses & distributions
- Benefits paid
- $282,703
- Administrative expenses
- $3,742
- Total expenses
- $504,135
- Net increase / (decrease)
- -$6,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | BROKER | $9,443 | not reported in the loaded dataset | 2023 |
| The Benecon Group LLC | BROKER | $8,821 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | ADMIN | $3,742 | not reported in the loaded dataset | 2023 |
| Connectcare3 LLC | PATIENT ADVOCATE | $1,927 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fanelli Brothers Trucking Co.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pottsville, PA
- Patriot (Power-Kunkle Group, Inc.) — Schedule C compensation
- The Benecon Group LLC — Schedule C compensation
- Capital Bluecross — Schedule C compensation
- Connectcare3 LLC — Schedule C compensation