Plan5500

Dave Gutelius Excavating, Inc. Employee Benefit Plan — Form 5500 plan (Dave Gutelius Excavating, 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, Dave Gutelius Excavating, Inc. Employee Benefit Plan is a benefit plan reported by Dave Gutelius Excavating, Inc. under EIN 23-2691903 and plan number 501. The latest loaded filing year is 2023. The filing reports 65 participants and $53,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dave Gutelius Excavating, Inc.
EIN
23-2691903
Plan number
501
Plan type
2
Location
Mifflinburg, PA
Latest filing year
2023
Participants
65
End-of-year plan assets
$53,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202365I, C20240723142332NAL0019945328001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$53,950
Total liabilities (EOY)
$182,076
Net assets (EOY)
-$128,126
Net assets (BOY)
$0

Income & contributions

Employer contributions
$731,349
Participant contributions
$107,165
Total income / additions
$839,361

Expenses & distributions

Benefits paid
$639,557
Administrative expenses
-$11,710
Total expenses
$967,487
Net increase / (decrease)
-$128,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sholley Agency, Inc.BROKER$17,875not reported in the loaded dataset2023
The Benecon GroupBROKER$13,835not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,904not reported in the loaded dataset2023

Related Form 5500 pages