Plan5500

Anthony J. Kodz, LLC Employee Benefit Plan — Form 5500 plan (Anthony J Kodz LLC)

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, Anthony J. Kodz, LLC Employee Benefit Plan is a benefit plan reported by Anthony J Kodz LLC under EIN 23-2984426 and plan number 501. The latest loaded filing year is 2023. The filing reports 34 participants and $32,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anthony J Kodz LLC
EIN
23-2984426
Plan number
501
Plan type
2
Location
Leesport, PA
Latest filing year
2023
Participants
34
End-of-year plan assets
$32,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I, C20240925140636NAL0019932608001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$32,097
Total liabilities (EOY)
$8,520
Net assets (EOY)
$23,577
Net assets (BOY)
$18,961

Income & contributions

Employer contributions
$136,229
Participant contributions
$50,222
Total income / additions
$187,413

Expenses & distributions

Benefits paid
$99,906
Administrative expenses
$1,362
Total expenses
$182,797
Net increase / (decrease)
$4,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$8,120not reported in the loaded dataset2023
The Benecon GroupBROKER$5,374not reported in the loaded dataset2023
Capital BluecrossADMIN$1,362not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,174not reported in the loaded dataset2023

Related Form 5500 pages