2023 Form 5500 filing — Stubbins, Watson, Bryan & Witucky Co, Lpa Self Funded Medical Reimbursement 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 20250414163006NAL0000917875001) for Stubbins, Watson, Bryan & Witucky Co, Lpa Self Funded Medical Reimbursement Plan, reported by Stubbins, Watson, Bryan & Witucky Co., Lpa under EIN 31-1178954 and plan number 501. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$135.4KReported net assets$135,401
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250414163006NAL0000917875001
Plan sponsor
Stubbins, Watson, Bryan & Witucky Co., Lpa
EIN
31-1178954
Plan number
501
Location
Zanesville, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$135.7K total assets
Net assets$135.4KLiabilities$298
Money in vs. money out
Total income / additions$126.2K
Total expenses$100.6K
Benefits paid / distributions$92.6K
Contributions
Employer$118.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$135,699
Total liabilities (EOY)
$298
Net assets (EOY)
$135,401
Employer contributions
$118,936
Total income / additions
$126,228
Benefits paid
$92,629
Administrative expenses
$7,943
Total expenses
$100,572
Net increase / (decrease)
$25,656

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414163006NAL0000917875001 cover?
It is the 2023 Form 5500 filing for Stubbins, Watson, Bryan & Witucky Co, Lpa Self Funded Medical Reimbursement Plan, reported by Stubbins, Watson, Bryan & Witucky Co., Lpa (EIN 31-1178954).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages