Plan5500

James, Smith, Dietterick & Connelly, Llp Employee Benefit Plan — Form 5500 plan (James, Smith, Dietterick & Connelly, Llp)

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, James, Smith, Dietterick & Connelly, Llp Employee Benefit Plan is a benefit plan reported by James, Smith, Dietterick & Connelly, Llp under EIN 25-1584038 and plan number 501. The latest loaded filing year is 2023. The filing reports 42 participants and $41,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James, Smith, Dietterick & Connelly, Llp
EIN
25-1584038
Plan number
501
Plan type
2
Location
Hershey, PA
Latest filing year
2023
Participants
42
End-of-year plan assets
$41,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I, C20240919115032NAL0003523363001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$41,287
Total liabilities (EOY)
$110,065
Net assets (EOY)
-$68,778
Net assets (BOY)
-$36,103

Income & contributions

Employer contributions
$210,197
Participant contributions
$68,228
Total income / additions
$279,196

Expenses & distributions

Benefits paid
$207,869
Administrative expenses
-$13,960
Total expenses
$311,871
Net increase / (decrease)
-$32,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn MoweryBROKER$7,985not reported in the loaded dataset2023
The Benecon GroupBROKER$5,306not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,216not reported in the loaded dataset2023
Young, Oakes, Brown & CoBROKER$13not reported in the loaded dataset2023

Related Form 5500 pages