2023 Form 5500 filing — Alan Kunsman Roofing And Siding, Inc. Employee Benefit 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 20240606082035NAL0011643907001) for Alan Kunsman Roofing And Siding, Inc. Employee Benefit Plan, reported by Alan Kunsman Roofing And Siding, Inc. under EIN 23-2041093 and plan number 501. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240606082035NAL0011643907001
Filing year
2023
Form type
2
Plan sponsor
Alan Kunsman Roofing And Siding, Inc.
EIN
23-2041093
Plan number
501
Location
Freemansburg, PA
Participants
54
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$39,104
Total liabilities (EOY)
$35,921
Net assets (EOY)
$3,183
Employer contributions
$475,240
Participant contributions
$96,443
Total income / additions
$580,960
Benefits paid
$266,042
Administrative expenses
$3,720
Total expenses
$492,801
Net increase / (decrease)
$88,159
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Employee Benefits ConsultantsBROKER$18,600not reported in the loaded dataset
The Benecon GroupBROKER$12,394not reported in the loaded dataset
Capital Blue CrossADMIN$3,720not reported in the loaded dataset
Connectcare 3PATIENT ADVOCATE$3,385not reported in the loaded dataset

Related Form 5500 pages