J.K. Mechanical Inc. Employee Health Plan — Form 5500 plan (J.K. Mechanical 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, J.K. Mechanical Inc. Employee Health Plan is a benefit plan reported by J.K. Mechanical Inc. under EIN 23-2583829 and plan number 501. The latest loaded filing year is 2023. The filing reports 84 participants and $61,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.K. Mechanical Inc.
- EIN
- 23-2583829
- Plan number
- 501
- Plan type
- 2
- Location
- Willow Street, PA
- Latest filing year
- 2023
- Participants
- 84
- End-of-year plan assets
- $61,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 84 | I, C | 20240621070525NAL0002491761001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $61,199
- Total liabilities (EOY)
- $75,238
- Net assets (EOY)
- -$14,039
- Net assets (BOY)
- -$123,345
Income & contributions
- Employer contributions
- $931,246
- Participant contributions
- $258,355
- Total income / additions
- $1,191,002
Expenses & distributions
- Benefits paid
- $606,118
- Administrative expenses
- $5,100
- Total expenses
- $1,081,696
- Net increase / (decrease)
- $109,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle-Hambright & Davies, Inc. | BROKER | $33,401 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $21,175 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $5,640 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield (Central) | ADMIN | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.K. Mechanical Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Willow Street, PA
- Engle-Hambright & Davies, Inc. — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare 3 — Schedule C compensation
- Highmark Blue Shield (Central) — Schedule C compensation