Ressler & Mateer, Inc. Employee Benefit Plan — Form 5500 plan (Ressler & Mateer, 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, Ressler & Mateer, Inc. Employee Benefit Plan is a benefit plan reported by Ressler & Mateer, Inc. under EIN 23-1941892 and plan number 501. The latest loaded filing year is 2023. The filing reports 49 participants and $125,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ressler & Mateer, Inc.
EIN
23-1941892
Plan number
501
Plan type
2
Location
Brownstown, PA
Latest filing year
2023
Participants
49
End-of-year plan assets
$125,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202349I, C20240604131831NAL0031280896001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$125,513
Total liabilities (EOY)
$28,137
Net assets (EOY)
$97,376
Net assets (BOY)
$190,016

Income & contributions

Employer contributions
$248,933
Participant contributions
$188,137
Total income / additions
$444,870

Expenses & distributions

Benefits paid
$227,464
Administrative expenses
$2,970
Total expenses
$537,510
Net increase / (decrease)
-$92,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Central Pa)BROKER$13,625not reported in the loaded dataset2023
The Benecon GroupBROKER$13,348not reported in the loaded dataset2023
Capital BluecrossADMIN$2,970not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,921not reported in the loaded dataset2023

Related Form 5500 pages