Plan5500

W.D. Zwicky & Son, Inc. Employee Benefit Plan — Form 5500 plan (W.D. Zwicky & Son, 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, W.D. Zwicky & Son, Inc. Employee Benefit Plan is a benefit plan reported by W.D. Zwicky & Son, Inc. under EIN 23-2580835 and plan number 501. The latest loaded filing year is 2023. The filing reports 25 participants and $231,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W.D. Zwicky & Son, Inc.
EIN
23-2580835
Plan number
501
Plan type
2
Location
Fleetwood, PA
Latest filing year
2023
Participants
25
End-of-year plan assets
$231,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I, C20250404122443NAL0013396993001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$231,689
Total liabilities (EOY)
$43,599
Net assets (EOY)
$188,090
Net assets (BOY)
$204,942

Income & contributions

Employer contributions
$618,239
Participant contributions
$34,819
Total income / additions
$653,888

Expenses & distributions

Benefits paid
$228,185
Administrative expenses
$120
Total expenses
$670,740
Net increase / (decrease)
-$16,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pci Insurance AgencyBROKER$8,118not reported in the loaded dataset2023
The Benecon GroupBROKER$5,578not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$120not reported in the loaded dataset2023
Capital Blue CrossADMIN$120not reported in the loaded dataset2023

Related Form 5500 pages