Plan5500

J. J. Powell, Inc. Group Medical Plan — Form 5500 plan (J.J. Powell 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, J. J. Powell, Inc. Group Medical Plan is a benefit plan reported by J.J. Powell Inc. under EIN 25-1099474 and plan number 503. The latest loaded filing year is 2023. The filing reports 78 participants and $21,144 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.J. Powell Inc.
EIN
25-1099474
Plan number
503
Plan type
2
Location
Philipsburg, PA
Latest filing year
2023
Participants
78
End-of-year plan assets
$21,144

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I, C20240621090612NAL0002628545001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$21,144
Total liabilities (EOY)
$110,902
Net assets (EOY)
-$89,758
Net assets (BOY)
$0

Income & contributions

Employer contributions
$785,201
Participant contributions
$94,713
Total income / additions
$880,494

Expenses & distributions

Benefits paid
$552,866
Administrative expenses
$24,918
Total expenses
$970,252
Net increase / (decrease)
-$89,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First National Insurance AgencyBROKER$39,000not reported in the loaded dataset2023
Geisinger Health PlanADMIN$24,918not reported in the loaded dataset2023
The Benecon GroupBROKER$18,866not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,324not reported in the loaded dataset2023

Related Form 5500 pages