Plan5500

Latsha, Davis & Marshall, P.C. Employee Benefit Plan — Form 5500 plan (Latsha, Davis & Marshall, P.C.)

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, Latsha, Davis & Marshall, P.C. Employee Benefit Plan is a benefit plan reported by Latsha, Davis & Marshall, P.C. under EIN 25-1735093 and plan number 501. The latest loaded filing year is 2023. The filing reports 13 participants and $30,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Latsha, Davis & Marshall, P.C.
EIN
25-1735093
Plan number
501
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
13
End-of-year plan assets
$30,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I, C20241220075700NAL0003312307001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$30,975
Total liabilities (EOY)
$22,031
Net assets (EOY)
$8,944
Net assets (BOY)
-$35,384

Income & contributions

Employer contributions
$255,149
Participant contributions
$8,544
Total income / additions
$264,297

Expenses & distributions

Benefits paid
$115,837
Administrative expenses
$936
Total expenses
$219,969
Net increase / (decrease)
$44,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial GroupBROKER$5,616not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$3,898not reported in the loaded dataset2023
Capital BluecrossADMIN$936not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$852not reported in the loaded dataset2023

Related Form 5500 pages