2023 Form 5500 filing — Stauffers Of Kissel Hill Employee Savings And Retirement 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 20241011064107NAL0021432721001) for Stauffers Of Kissel Hill Employee Savings And Retirement Plan, reported by Skh Management Co under EIN 23-1548664 and plan number 001. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011064107NAL0021432721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Skh Management Co
- EIN
- 23-1548664
- Plan number
- 001
- Location
- Lititz, PA
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,705,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,705,948
- Employer contributions
- $43,122
- Participant contributions
- $1,378,662
- Total income / additions
- $4,902,852
- Benefits paid
- $2,695,309
- Administrative expenses
- $43,926
- Total expenses
- $2,748,632
- Net increase / (decrease)
- $2,154,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | INVESTMENT ADVISOR | $32,138 | not reported in the loaded dataset |
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $11,789 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |