2023 Form 5500 filing — Stock And Leader, A Professional Corporation Group Health Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604120502NAL0019411793001) for Stock And Leader, A Professional Corporation Group Health Plan, reported by Stock And Leader, A Professional Corporation under EIN 23-2849149 and plan number 501. It reports 75 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.2KReported net assets$17,165
Participants75
Provider compensation$40.3K4 Schedule C row(s)$40,270
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240604120502NAL0019411793001
Plan sponsor
Stock And Leader, A Professional Corporation
EIN
23-2849149
Plan number
501
Location
York, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$63K total assets
Net assets$17.2KLiabilities$45.8K
Money in vs. money out
Total income / additions$606K
Total expenses$575.9K
Benefits paid / distributions$271.8K
Contributions
Employer$511.2K
Participant$93.1K
Full reported line items
Total assets (EOY)
$63,012
Total liabilities (EOY)
$45,847
Net assets (EOY)
$17,165
Employer contributions
$511,227
Participant contributions
$93,133
Total income / additions
$605,986
Benefits paid
$271,845
Administrative expenses
$9,609
Total expenses
$575,884
Net increase / (decrease)
$30,102
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $16.6K
  2. 2
    BROKER · Direct $11.5K
  3. 3
    ADMIN · Direct $9.6K
  4. 4
    PATIENT ADVOCATE · Direct $2.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240604120502NAL0019411793001 cover?
It is the 2023 Form 5500 filing for Stock And Leader, A Professional Corporation Group Health Plan, reported by Stock And Leader, A Professional Corporation (EIN 23-2849149).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages