Who sponsors the Bortek Industries, Inc Employee Benefit Plan?

Bortek Industries, Inc Employee Benefit Plan is reported as sponsored by Bortek Industries, Inc (EIN 23-1730931, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Bortek Industries, Inc Employee Benefit Plan?

The latest Form 5500 filing year loaded for Bortek Industries, Inc Employee Benefit Plan is 2023.

How many participants does Bortek Industries, Inc Employee Benefit Plan report?

Bortek Industries, Inc Employee Benefit Plan reports 37 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Bortek Industries, Inc Employee Benefit Plan?

Bortek Industries, Inc Employee Benefit Plan reports $297,369 in end-of-year plan assets in its latest loaded Form 5500 filing.

Bortek Industries, Inc Employee Benefit Plan — Form 5500 plan (Bortek Industries, 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, Bortek Industries, Inc Employee Benefit Plan is a benefit plan reported by Bortek Industries, Inc under EIN 23-1730931 and plan number 501. The latest loaded filing year is 2023. The filing reports 37 participants and $297,369 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$268.1KPlan net assets, end of year-$268,087

Participants37Covered participants reported

Assets / participant$8KComputed: assets ÷ participants$8,037 (computed)

Provider compensation$35.4K4 Schedule C provider row(s)$35,360

Plan sponsor: Bortek Industries, Inc
EIN: 23-1730931
Plan number: 501
Plan type: 2
Location: Mechanicsburg, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	37	I, C	20241014141727NAL0044843184001

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)$297.4K total assets

Net assets-$268.1KLiabilities$565.5K

Money in vs. money out

Total income / additions$856.5K

Total expenses$1.3M

Benefits paid / distributions$746.7K

Contributions

Employer$581K

Participant$274.2K

Full reported line items

Net assets

Total assets (EOY): $297,369
Total liabilities (EOY): $565,456
Net assets (EOY): -$268,087
Net assets (BOY): $152,390

Income & contributions

Employer contributions: $580,991
Participant contributions: $274,181
Total income / additions: $856,524

Expenses & distributions

Benefits paid: $746,676
Administrative expenses: $3,582
Total expenses: $1,277,001
Net increase / (decrease): -$420,477

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)

68%32%

Employer 68%Participant 32%

Benefits paid ÷ total income87%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Pci (Pa Chamber Insurance)	BROKER	$16,716	not reported in the loaded dataset	2023
The Benecon Group	BROKER	$11,862	not reported in the loaded dataset	2023
Capital Blue Cross	ADMIN	$3,582	not reported in the loaded dataset	2023
Connectcare 3	PATIENT ADVOCATE	$3,200	not reported in the loaded dataset	2023