2023 Form 5500 filing — Pik Rite, Inc. Group Medical 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 20250417122836NAL0001257057001) for Pik Rite, Inc. Group Medical Plan, reported by Pik Rite, Inc. under EIN 23-2417687 and plan number 501. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250417122836NAL0001257057001
Filing year
2023
Form type
2
Plan sponsor
Pik Rite, Inc.
EIN
23-2417687
Plan number
501
Location
Lewisburg, PA
Participants
66
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,787
Total liabilities (EOY)
$146,754
Net assets (EOY)
-$137,967
Employer contributions
$361,176
Participant contributions
$297,143
Total income / additions
$658,720
Benefits paid
$486,933
Administrative expenses
$15,389
Total expenses
$796,687
Net increase / (decrease)
-$137,967
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sholley Agency, Inc.BROKER$24,512not reported in the loaded dataset
The Benecon GroupBROKER$15,475not reported in the loaded dataset
Highmark Blue Shield (Central)ADMIN$15,389not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$4,182not reported in the loaded dataset

Related Form 5500 pages