Plan5500

Crabtree, Rohrbaugh And Associates, Inc Employee Benefit Plan — Form 5500 plan (Crabtree, Rohrbaugh And 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, Crabtree, Rohrbaugh And Associates, Inc Employee Benefit Plan is a benefit plan reported by Crabtree, Rohrbaugh And Associates, Inc under EIN 23-2303190 and plan number 502. The latest loaded filing year is 2023. The filing reports 63 participants and $313,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crabtree, Rohrbaugh And Associates, Inc
EIN
23-2303190
Plan number
502
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
63
End-of-year plan assets
$313,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202363I, C20240712102233NAL0028142496001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$313,875
Total liabilities (EOY)
$135,409
Net assets (EOY)
$178,466
Net assets (BOY)
$192,555

Income & contributions

Employer contributions
$1,114,099
Participant contributions
$225,395
Total income / additions
$1,344,274

Expenses & distributions

Benefits paid
$965,356
Administrative expenses
$6,730
Total expenses
$1,358,363
Net increase / (decrease)
-$14,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-MoweryBROKER$20,773not reported in the loaded dataset2023
The Benecon GroupBROKER$11,685not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$6,730not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,996not reported in the loaded dataset2023
Young, Oakes, Brown & Co., P.C.AUDITOR$13not reported in the loaded dataset2023

Related Form 5500 pages