Plan5500

Elam G. Stoltzfus Jr., Inc. Employee Benefit Plan — Form 5500 plan (Elam G. Stoltzfus Jr. 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, Elam G. Stoltzfus Jr., Inc. Employee Benefit Plan is a benefit plan reported by Elam G. Stoltzfus Jr. Inc. under EIN 23-2008636 and plan number 501. The latest loaded filing year is 2023. The filing reports 79 participants and $62,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elam G. Stoltzfus Jr. Inc.
EIN
23-2008636
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
79
End-of-year plan assets
$62,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202379I, C20260203204529NAL0003377920001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$62,588
Total liabilities (EOY)
$129,695
Net assets (EOY)
-$67,107
Net assets (BOY)
-$211,476

Income & contributions

Employer contributions
$777,834
Participant contributions
$189,086
Total income / additions
$969,795

Expenses & distributions

Benefits paid
$499,610
Administrative expenses
-$7,796
Total expenses
$825,426
Net increase / (decrease)
$144,369

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Central Pa)BROKER$26,334not reported in the loaded dataset2023
The Benecon GroupBROKER$12,767not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,915not reported in the loaded dataset2023

Related Form 5500 pages