Plan5500

Stoltzfus Truck Brokerage Inc. Employee Benefit Plan — Form 5500 plan (Stoltzfus Truck Brokerage 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, Stoltzfus Truck Brokerage Inc. Employee Benefit Plan is a benefit plan reported by Stoltzfus Truck Brokerage Inc. under EIN 23-2589806 and plan number 501. The latest loaded filing year is 2023. The filing reports 41 participants and $123,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stoltzfus Truck Brokerage Inc.
EIN
23-2589806
Plan number
501
Plan type
2
Location
Kinzers, PA
Latest filing year
2023
Participants
41
End-of-year plan assets
$123,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202341I, C20241008084500NAL0028188832001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$123,226
Total liabilities (EOY)
$28,793
Net assets (EOY)
$94,433
Net assets (BOY)
$130,332

Income & contributions

Employer contributions
$495,725
Participant contributions
$123,734
Total income / additions
$623,843

Expenses & distributions

Benefits paid
$310,728
Administrative expenses
-$1,772
Total expenses
$659,742
Net increase / (decrease)
-$35,899

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harding-Yost Insurance AssociatesBROKER$16,140not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$13,445not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,937not reported in the loaded dataset2023

Related Form 5500 pages