Andesa Services Savings Incentive Plan — Form 5500 plan (Andesa Services)
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, Andesa Services Savings Incentive Plan is a benefit plan reported by Andesa Services under EIN 23-2545253 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $33,947,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andesa Services
- EIN
- 23-2545253
- Plan number
- 001
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $33,947,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241011134601NAL0021968465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,947,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,947,412
- Net assets (BOY)
- $31,170,669
Income & contributions
- Employer contributions
- $469,785
- Participant contributions
- $1,091,543
- Total contributions
- $1,581,347
- Total income / additions
- $6,908,355
Expenses & distributions
- Benefits paid
- $4,094,398
- Administrative expenses
- $37,214
- Total expenses
- $4,131,612
- Net increase / (decrease)
- $2,776,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $38,714 | $0 | 2023 |