Western Berks Ambulance 401(K) Plan — Form 5500 plan (Western Berks Ambulance Associat)
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, Western Berks Ambulance 401(K) Plan is a benefit plan reported by Western Berks Ambulance Associat under EIN 23-6398510 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $2,235,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Berks Ambulance Associat
- EIN
- 23-6398510
- Plan number
- 001
- Plan type
- 2
- Location
- West Lawn, PA
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $2,235,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241015072724NAL0046908016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,235,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,235,424
- Net assets (BOY)
- $1,856,861
Income & contributions
- Employer contributions
- $44,305
- Participant contributions
- $157,475
- Total contributions
- $201,780
- Total income / additions
- $569,930
Expenses & distributions
- Benefits paid
- $152,250
- Administrative expenses
- $24,870
- Total expenses
- $191,367
- Net increase / (decrease)
- $378,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $14,968 | $0 | 2023 |
| Good Life Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $9,901 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |