2023 Form 5500 filing — Gross Mcginley, Llp 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 20240625151253NAL0005013859001) for Gross Mcginley, Llp Group Health Plan, reported by Gross Mcginley, Llp under EIN 23-2007651 and plan number 501. It reports 59 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)$38.1KReported net assets$38,134
Participants59
Provider compensation$46.9K5 Schedule C row(s)$46,883
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240625151253NAL0005013859001
Plan sponsor
Gross Mcginley, Llp
EIN
23-2007651
Plan number
501
Location
Allentown, 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)$91.3K total assets
Net assets$38.1KLiabilities$53.2K
Money in vs. money out
Total income / additions$663.2K
Total expenses$859.9K
Benefits paid / distributions$357.5K
Contributions
Employer$620.8K
Participant$38.5K
Full reported line items
Total assets (EOY)
$91,327
Total liabilities (EOY)
$53,193
Net assets (EOY)
$38,134
Employer contributions
$620,792
Participant contributions
$38,527
Total income / additions
$663,177
Benefits paid
$357,476
Administrative expenses
$18
Total expenses
$859,864
Net increase / (decrease)
-$196,687
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER · Direct $27.4K
  2. 2
    BROKER · Direct $13.9K
  3. 3
    PATIENT ADVOCATE · Direct $3K
  4. 4
    Innovu$2.7K
    BROKER · Direct $2.7K
  5. 5
    ADMIN · Direct $18

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625151253NAL0005013859001 cover?
It is the 2023 Form 5500 filing for Gross Mcginley, Llp Group Health Plan, reported by Gross Mcginley, Llp (EIN 23-2007651).
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