Plan5500

Sam Yoder And Son, LLC Employee Benefit Plan — Form 5500 plan (Sam Yoder And Son, LLC)

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, Sam Yoder And Son, LLC Employee Benefit Plan is a benefit plan reported by Sam Yoder And Son, LLC under EIN 27-4281169 and plan number 501. The latest loaded filing year is 2023. The filing reports 64 participants and $27,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sam Yoder And Son, LLC
EIN
27-4281169
Plan number
501
Plan type
2
Location
Greenwood, DE
Latest filing year
2023
Participants
64
End-of-year plan assets
$27,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202364I, C20241106084917NAL0009884497001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$27,029
Total liabilities (EOY)
$52,195
Net assets (EOY)
-$25,166
Net assets (BOY)
$0

Income & contributions

Employer contributions
$513,823
Participant contributions
$102,141
Total income / additions
$616,665

Expenses & distributions

Benefits paid
$351,633
Administrative expenses
$3,041
Total expenses
$641,831
Net increase / (decrease)
-$25,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
L & W Insurance, Inc.BROKER$25,165not reported in the loaded dataset2023
The Benecon GroupBROKER$14,647not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,945not reported in the loaded dataset2023
Highmark Of DelawareADMIN$3,041not reported in the loaded dataset2023

Related Form 5500 pages