2023 Form 5500 filing — F&M Supply, 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 20240703143753NAL0009985392001) for F&M Supply, Inc. Employee Benefit Plan, reported by F&M Supply, Inc under EIN 20-8122588 and plan number 501. It reports 23 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)$28.8KReported net assets$28,776
Participants23
Provider compensation$18.2K4 Schedule C row(s)$18,174
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240703143753NAL0009985392001
Plan sponsor
F&M Supply, Inc
EIN
20-8122588
Plan number
501
Location
Chambersburg, PA
Received date
not reported in the loaded dataset
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)$72.7K total assets
Net assets$28.8KLiabilities$43.9K
Money in vs. money out
Total income / additions$180.7K
Total expenses$196K
Benefits paid / distributions$115.4K
Contributions
Employer$108.6K
Participant$70.5K
Full reported line items
Total assets (EOY)
$72,663
Total liabilities (EOY)
$43,887
Net assets (EOY)
$28,776
Employer contributions
$108,557
Participant contributions
$70,456
Total income / additions
$180,727
Benefits paid
$115,441
Administrative expenses
$1,656
Total expenses
$195,961
Net increase / (decrease)
-$15,234

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strickler Agency, Inc. (ChambersburBROKER$8,280not reported in the loaded dataset
The Benecon Group, LLCBROKER$6,759not reported in the loaded dataset
Capital BluecrossADMIN$1,656not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$1,479not reported in the loaded dataset

Related Form 5500 pages