Plan5500

Boose At Cornwall, Inc. Employee Benefit Plan — Form 5500 plan (Boose At Cornwall, Inc.)

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, Boose At Cornwall, Inc. Employee Benefit Plan is a benefit plan reported by Boose At Cornwall, Inc. under EIN 20-5061064 and plan number 501. The latest loaded filing year is 2023. The filing reports 39 participants and $257,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boose At Cornwall, Inc.
EIN
20-5061064
Plan number
501
Plan type
2
Location
Lebanon, PA
Latest filing year
2023
Participants
39
End-of-year plan assets
$257,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339I, C20240904140232NAL0019796385001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$257,082
Total liabilities (EOY)
$28,766
Net assets (EOY)
$228,316
Net assets (BOY)
$50,045

Income & contributions

Employer contributions
$442,326
Participant contributions
$122,873
Total income / additions
$568,570

Expenses & distributions

Benefits paid
$223,887
Administrative expenses
$6,201
Total expenses
$390,299
Net increase / (decrease)
$178,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle Hambright & Davies, Inc.BROKER$12,827not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$7,668not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$6,201not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$2,167not reported in the loaded dataset2023

Related Form 5500 pages