2023 Form 5500 filing — Primitives By Kathy, Inc. Group Medical Plan (502)
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 20250214072700NAL0012714067001) for Primitives By Kathy, Inc. Group Medical Plan (502), reported by Primitives By Kathy, Inc. under EIN 23-3000388 and plan number 502. It reports 67 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)-$83.3KReported net assets-$83,255
Participants67
Provider compensation$47.1K4 Schedule C row(s)$47,115
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250214072700NAL0012714067001
- Plan sponsor
- Primitives By Kathy, Inc.
- EIN
- 23-3000388
- Plan number
- 502
- Location
- Lancaster, 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)$1.2K total assets
Net assets-$83.3KLiabilities$84.4K
Full reported line items
- Total assets (EOY)
- $1,182
- Total liabilities (EOY)
- $84,437
- Net assets (EOY)
- -$83,255
- Employer contributions
- $433,126
- Participant contributions
- $215,099
- Total income / additions
- $649,149
- Benefits paid
- $459,366
- Administrative expenses
- -$32,300
- Total expenses
- $732,404
- Net increase / (decrease)
- -$83,255
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fnl Insurance Group (Frank N. Lotma | BROKER | $22,605 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $15,770 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,450 | not reported in the loaded dataset |
| Silberstein Insurance Group (Alera | BROKER | $4,290 | not reported in the loaded dataset |