Plan5500

Sageworth Trust Company Employee Benefit Plan — Form 5500 plan (Sageworth Trust Company)

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, Sageworth Trust Company Employee Benefit Plan is a benefit plan reported by Sageworth Trust Company under EIN 23-3089620 and plan number 501. The latest loaded filing year is 2023. The filing reports 60 participants and $85,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sageworth Trust Company
EIN
23-3089620
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
60
End-of-year plan assets
$85,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I, C20240612105606NAL0013765971001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$85,872
Total liabilities (EOY)
$89,199
Net assets (EOY)
-$3,327
Net assets (BOY)
$129,043

Income & contributions

Employer contributions
$534,118
Participant contributions
$281,630
Total income / additions
$818,699

Expenses & distributions

Benefits paid
$660,026
Administrative expenses
$4,547
Total expenses
$951,069
Net increase / (decrease)
-$132,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle, Hambright & DaviesBROKER$26,202not reported in the loaded dataset2023
The Benecon GroupBROKER$14,314not reported in the loaded dataset2023
Capital BluecrossADMIN$4,547not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,958not reported in the loaded dataset2023

Related Form 5500 pages