2023 Form 5500 filing — Herman R Ewell Inc Profit Sharing & Savings 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 20240721155051NAL0009142385001) for Herman R Ewell Inc Profit Sharing & Savings Plan, reported by Herman R Ewell Inc under EIN 23-1490346 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240721155051NAL0009142385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herman R Ewell Inc
- EIN
- 23-1490346
- Plan number
- 001
- Location
- East Earl, PA
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,766,144
- Net assets (EOY)
- $15,766,144
- Employer contributions
- $281,690
- Participant contributions
- $807,739
- Total income / additions
- $3,553,297
- Benefits paid
- $991,823
- Administrative expenses
- $82,712
- Total expenses
- $1,074,535
- Net increase / (decrease)
- $2,478,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comprehensive Financial Planning | INVESTMENT ADVISOR | $53,783 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $28,929 | $0 |
| Matrix Trust Company | CUSTODIAN | $0 | $0 |