Plan5500

Goodman Allen Donnelly Health Care Plan — Form 5500 plan (Goodman Allen Donnelly Pllc)

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, Goodman Allen Donnelly Health Care Plan is a benefit plan reported by Goodman Allen Donnelly Pllc under EIN 54-1850188 and plan number 501. The latest loaded filing year is 2023. The filing reports 34 participants and $85,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodman Allen Donnelly Pllc
EIN
54-1850188
Plan number
501
Plan type
2
Location
Williamsburg, VA
Latest filing year
2023
Participants
34
End-of-year plan assets
$85,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I, C20250414115052NAL0003034816001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$85,856
Total liabilities (EOY)
$35,836
Net assets (EOY)
$50,020
Net assets (BOY)
$117,555

Income & contributions

Employer contributions
$489,660
Participant contributions
$125,119
Total income / additions
$625,992

Expenses & distributions

Benefits paid
$283,996
Administrative expenses
$5,030
Total expenses
$693,527
Net increase / (decrease)
-$67,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sima Benefits Consulting Group LLCBROKER$12,900not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$11,149not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$4,998not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,348not reported in the loaded dataset2023

Related Form 5500 pages