Plan5500

David M. Maines Associates, Inc. Employee Benefit Plan — Form 5500 plan (David M. Maines 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, David M. Maines Associates, Inc. Employee Benefit Plan is a benefit plan reported by David M. Maines Associates, Inc. under EIN 23-2581270 and plan number 501. The latest loaded filing year is 2023. The filing reports 56 participants and $22,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
David M. Maines Associates, Inc.
EIN
23-2581270
Plan number
501
Plan type
2
Location
Lewistown, PA
Latest filing year
2023
Participants
56
End-of-year plan assets
$22,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202356I, C20240925114819NAL0028979762001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$22,979
Total liabilities (EOY)
$141,011
Net assets (EOY)
-$118,032
Net assets (BOY)
-$7,768

Income & contributions

Employer contributions
$498,018
Participant contributions
$22,905
Total income / additions
$521,272

Expenses & distributions

Benefits paid
$414,980
Administrative expenses
$3,180
Total expenses
$631,536
Net increase / (decrease)
-$110,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-Mowery, LLCBROKER$14,638not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$9,160not reported in the loaded dataset2023
Capital Blue CrossADMIN$3,180not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,180not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,253not reported in the loaded dataset2023
Young, Oakes, Brown & Co.ACCOUNTING$13not reported in the loaded dataset2023

Related Form 5500 pages