Plan5500

John Gross & Company, Inc. Group Medical Plan (501) — Form 5500 plan (John Gross & Company, 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, John Gross & Company, Inc. Group Medical Plan (501) is a benefit plan reported by John Gross & Company, Inc. under EIN 23-1900738 and plan number 501. The latest loaded filing year is 2023. The filing reports 87 participants and $109,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Gross & Company, Inc.
EIN
23-1900738
Plan number
501
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
87
End-of-year plan assets
$109,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202387I, C20241118111737NAL0002392768001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$109,681
Total liabilities (EOY)
$19,024
Net assets (EOY)
$90,657
Net assets (BOY)
$106,518

Income & contributions

Employer contributions
$784,497
Participant contributions
$256,855
Total income / additions
$1,049,017

Expenses & distributions

Benefits paid
$735,832
Administrative expenses
$42,247
Total expenses
$1,064,878
Net increase / (decrease)
-$15,861

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcconkey Benefit & Financial ServicBROKER$28,504not reported in the loaded dataset2023
Capital Blue CrossADMIN$6,108not reported in the loaded dataset2023
Benefitmall TpaPATIENT ADVOCATE$5,599not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$2,036not reported in the loaded dataset2023

Related Form 5500 pages