Primitives By Kathy, Inc. Group Medical Plan (502) — Form 5500 plan (Primitives By Kathy, 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, Primitives By Kathy, Inc. Group Medical Plan (502) is a benefit plan reported by Primitives By Kathy, Inc. under EIN 23-3000388 and plan number 502. The latest loaded filing year is 2023. The filing reports 67 participants and $1,182 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$83.3KPlan net assets, end of year-$83,255
Participants67Covered participants reported
Assets / participant$18Computed: assets ÷ participants$18 (computed)
Provider compensation$47.1K4 Schedule C provider row(s)$47,115
- Plan sponsor
- Primitives By Kathy, Inc.
- EIN
- 23-3000388
- Plan number
- 502
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67 | I, C | 20250214072700NAL0012714067001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.2K total assets
Net assets-$83.3KLiabilities$84.4K
Full reported line items
Net assets
- Total assets (EOY)
- $1,182
- Total liabilities (EOY)
- $84,437
- Net assets (EOY)
- -$83,255
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $433,126
- Participant contributions
- $215,099
- Total income / additions
- $649,149
Expenses & distributions
- Benefits paid
- $459,366
- Administrative expenses
- -$32,300
- Total expenses
- $732,404
- Net increase / (decrease)
- -$83,255
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
67%33%
Employer 67%Participant 33%
Benefits paid ÷ total income71%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fnl Insurance Group (Frank N. Lotma | BROKER | $22,605 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $15,770 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $4,450 | not reported in the loaded dataset | 2023 |
| Silberstein Insurance Group (Alera | BROKER | $4,290 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primitives By Kathy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Fnl Insurance Group (Frank N. Lotma — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Silberstein Insurance Group (Alera — Schedule C compensation