Plan5500

Adept Group LLC Employee Benefit Plan — Form 5500 plan (Adept Group 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, Adept Group LLC Employee Benefit Plan is a benefit plan reported by Adept Group LLC under EIN 80-0149220 and plan number 501. The latest loaded filing year is 2023. The filing reports 39 participants and $12,893 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adept Group LLC
EIN
80-0149220
Plan number
501
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
39
End-of-year plan assets
$12,893

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339I, C20240618135136NAL0001699027001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$12,893
Total liabilities (EOY)
$74,466
Net assets (EOY)
-$61,573
Net assets (BOY)
-$27,175

Income & contributions

Employer contributions
$498,531
Participant contributions
$150,908
Total income / additions
$675,274

Expenses & distributions

Benefits paid
$423,190
Administrative expenses
$29,317
Total expenses
$709,672
Net increase / (decrease)
-$34,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Blue CrossADMIN$29,317not reported in the loaded dataset2023
Bsi Corporate BenefitsBROKER$19,692not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$9,080not reported in the loaded dataset2023
Hy Holdings IncADMIN$3,762not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,906not reported in the loaded dataset2023
InnovuBROKER$1,543not reported in the loaded dataset2023

Related Form 5500 pages