Plan5500

David G. Horsey & Sons, Inc. Employee Benefit Plan — Form 5500 plan (David G. Horsey & Sons, 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, David G. Horsey & Sons, Inc. Employee Benefit Plan is a benefit plan reported by David G. Horsey & Sons, Inc. under EIN 51-0288532 and plan number 501. The latest loaded filing year is 2023. The filing reports 63 participants and $214,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
David G. Horsey & Sons, Inc.
EIN
51-0288532
Plan number
501
Plan type
2
Location
Laurel, DE
Latest filing year
2023
Participants
63
End-of-year plan assets
$214,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202363I, C20240626094828NAL0012368992001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$214,975
Total liabilities (EOY)
$85,321
Net assets (EOY)
$129,654
Net assets (BOY)
-$36,416

Income & contributions

Employer contributions
$587,938
Participant contributions
$342,341
Total income / additions
$931,380

Expenses & distributions

Benefits paid
$422,486
Administrative expenses
$27,947
Total expenses
$765,310
Net increase / (decrease)
$166,070

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highmark Of DelawareADMIN$27,947not reported in the loaded dataset2023
Lyons Insurance Agency, Inc.BROKER$22,950not reported in the loaded dataset2023
The Benecon GroupBROKER$20,305not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$3,844not reported in the loaded dataset2023

Related Form 5500 pages