Plan5500

Paul Risk Associates, Inc. Employee Benefit Plan — Form 5500 plan (Paul Risk Associates, 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, Paul Risk Associates, Inc. Employee Benefit Plan is a benefit plan reported by Paul Risk Associates, Inc. under EIN 23-1891905 and plan number 501. The latest loaded filing year is 2023. The filing reports 36 participants and $33,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paul Risk Associates, Inc.
EIN
23-1891905
Plan number
501
Plan type
2
Location
Quarryville, PA
Latest filing year
2023
Participants
36
End-of-year plan assets
$33,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336I, C20240712085254NAL0017342833001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$33,194
Total liabilities (EOY)
$20,427
Net assets (EOY)
$12,767
Net assets (BOY)
$56,269

Income & contributions

Employer contributions
$356,808
Participant contributions
$87,197
Total income / additions
$445,496

Expenses & distributions

Benefits paid
$218,129
Administrative expenses
$2,382
Total expenses
$488,998
Net increase / (decrease)
-$43,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$13,693not reported in the loaded dataset2023
Assured PartnersBROKER$13,101not reported in the loaded dataset2023
Capital BluecrossCARRIER$2,382not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,128not reported in the loaded dataset2023

Related Form 5500 pages