Plan5500

Johnson, Duffie, Stewart & Weidner Employee Benefit Plan — Form 5500 plan (Johnson, Duffie, Stewart & Weidner)

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, Johnson, Duffie, Stewart & Weidner Employee Benefit Plan is a benefit plan reported by Johnson, Duffie, Stewart & Weidner under EIN 25-1802360 and plan number 502. The latest loaded filing year is 2023. The filing reports 37 participants and $67,972 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson, Duffie, Stewart & Weidner
EIN
25-1802360
Plan number
502
Plan type
2
Location
Lemoyne, PA
Latest filing year
2023
Participants
37
End-of-year plan assets
$67,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I, C20241125080209NAL0002939699001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$67,972
Total liabilities (EOY)
$36,430
Net assets (EOY)
$31,542
Net assets (BOY)
$29,306

Income & contributions

Employer contributions
$303,966
Participant contributions
$163,499
Total income / additions
$471,689

Expenses & distributions

Benefits paid
$296,885
Administrative expenses
$1,902
Total expenses
$469,453
Net increase / (decrease)
$2,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gun-MoweryBROKER$8,878not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$5,910not reported in the loaded dataset2023
Capital BluecrossADMIN$1,902not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,347not reported in the loaded dataset2023
Young, Oakes, Brown & CoADMIN$13not reported in the loaded dataset2023

Related Form 5500 pages