2023 Form 5500 filing — Steffy Concrete, Inc. Employee Benefit Plan (501)
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 20240606151336NAL0010650451001) for Steffy Concrete, Inc. Employee Benefit Plan (501), reported by Steffy Concrete, Inc. under EIN 23-2985268 and plan number 501. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240606151336NAL0010650451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steffy Concrete, Inc.
- EIN
- 23-2985268
- Plan number
- 501
- Location
- Stevens, PA
- Participants
- 32
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,872
- Total liabilities (EOY)
- $28,134
- Net assets (EOY)
- -$5,262
- Employer contributions
- $129,283
- Participant contributions
- $146,496
- Total income / additions
- $276,775
- Benefits paid
- $70,151
- Administrative expenses
- $13,057
- Total expenses
- $204,256
- Net increase / (decrease)
- $72,519
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Bluecross | ADMIN | $13,057 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $8,352 | not reported in the loaded dataset |
| Douple Insurance Agency, Inc. | BROKER | $8,125 | not reported in the loaded dataset |
| Connectcare3 | ADMIN | $1,775 | not reported in the loaded dataset |