2023 Form 5500 filing — Paul Risk Associates, 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 20240712085254NAL0017342833001) for Paul Risk Associates, Inc. Employee Benefit Plan, reported by Paul Risk Associates, Inc. under EIN 23-1891905 and plan number 501. It reports 36 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)$12.8KReported net assets$12,767
Participants36
Provider compensation$31.3K4 Schedule C row(s)$31,304
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240712085254NAL0017342833001
- Plan sponsor
- Paul Risk Associates, Inc.
- EIN
- 23-1891905
- Plan number
- 501
- Location
- Quarryville, 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)$33.2K total assets
Net assets$12.8KLiabilities$20.4K
Full reported line items
- Total assets (EOY)
- $33,194
- Total liabilities (EOY)
- $20,427
- Net assets (EOY)
- $12,767
- Employer contributions
- $356,808
- Participant contributions
- $87,197
- Total income / additions
- $445,496
- Benefits paid
- $218,129
- Administrative expenses
- $2,382
- Total expenses
- $488,998
- Net increase / (decrease)
- -$43,502
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group | BROKER | $13,693 | not reported in the loaded dataset |
| Assured Partners | BROKER | $13,101 | not reported in the loaded dataset |
| Capital Bluecross | CARRIER | $2,382 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $2,128 | not reported in the loaded dataset |