Plan5500

Ambassador Advisors, LLC Employee Benefit Plan — Form 5500 plan (Ambassador Advisors, LLC)

Plain-English plan 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, Ambassador Advisors, LLC Employee Benefit Plan is a benefit plan reported by Ambassador Advisors, LLC under EIN 20-0272674 and plan number 501. The latest loaded filing year is 2023. The filing reports 39 participants and $29,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ambassador Advisors, LLC
EIN
20-0272674
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
39
End-of-year plan assets
$29,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339I, C20240730104609NAL0043507810001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$29,342
Total liabilities (EOY)
$47,502
Net assets (EOY)
-$18,160
Net assets (BOY)
-$75,174

Income & contributions

Employer contributions
$425,294
Participant contributions
$41,575
Total income / additions
$480,861

Expenses & distributions

Benefits paid
$224,258
Administrative expenses
$5,744
Total expenses
$423,847
Net increase / (decrease)
$57,014

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$13,541not reported in the loaded dataset2023
Enders Insurance AssociatesBROKER$11,136not reported in the loaded dataset2023
Capital BluecrossADMIN$5,744not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,486not reported in the loaded dataset2023

Related Form 5500 pages