Plan5500

Capozzi Adler, P.C. Employee Benefit Plan — Form 5500 plan (Capozzi Adler, P.C.)

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, Capozzi Adler, P.C. Employee Benefit Plan is a benefit plan reported by Capozzi Adler, P.C. under EIN 23-2911821 and plan number 501. The latest loaded filing year is 2023. The filing reports 21 participants and $16,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capozzi Adler, P.C.
EIN
23-2911821
Plan number
501
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
21
End-of-year plan assets
$16,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I, C20241209165124NAL0009415233001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$16,983
Total liabilities (EOY)
$167,317
Net assets (EOY)
-$150,334
Net assets (BOY)
-$56,237

Income & contributions

Employer contributions
$236,840
Participant contributions
$151,014
Total income / additions
$393,249

Expenses & distributions

Benefits paid
$336,058
Administrative expenses
$1,494
Total expenses
$487,346
Net increase / (decrease)
-$94,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial GroupBROKER$9,756not reported in the loaded dataset2023
The Benecon GroupBROKER$6,673not reported in the loaded dataset2023
Capital BluecrossADMIN$1,645not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,460not reported in the loaded dataset2023

Related Form 5500 pages