2023 Form 5500 filing — Andesa Services Savings Incentive 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 20241011134601NAL0021968465001) for Andesa Services Savings Incentive Plan, reported by Andesa Services under EIN 23-2545253 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$33.9MReported net assets$33,947,412
Participants213
Provider compensation$38.7K1 Schedule C row(s)$38,714
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011134601NAL0021968465001
- Plan sponsor
- Andesa Services
- EIN
- 23-2545253
- Plan number
- 001
- Location
- Allentown, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$33.9M total assets
Net assets$33.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,947,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,947,412
- Employer contributions
- $469,785
- Participant contributions
- $1,091,543
- Total income / additions
- $6,908,355
- Benefits paid
- $4,094,398
- Administrative expenses
- $37,214
- Total expenses
- $4,131,612
- Net increase / (decrease)
- $2,776,743
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $38,714 | $0 |