Plan5500

J.F. Rohrbaugh & Co., Inc. Employee Benefit Plan — Form 5500 plan (J F Rohrbaugh Co., 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, J.F. Rohrbaugh & Co., Inc. Employee Benefit Plan is a benefit plan reported by J F Rohrbaugh Co., Inc under EIN 23-1028530 and plan number 501. The latest loaded filing year is 2023. The filing reports 77 participants and $166,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J F Rohrbaugh Co., Inc
EIN
23-1028530
Plan number
501
Plan type
2
Location
Hanover, PA
Latest filing year
2023
Participants
77
End-of-year plan assets
$166,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202377I, C20240620100134NAL0002381602001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$166,145
Total liabilities (EOY)
$48,073
Net assets (EOY)
$118,072
Net assets (BOY)
-$17,214

Income & contributions

Employer contributions
$317,494
Participant contributions
$249,148
Total income / additions
$568,989

Expenses & distributions

Benefits paid
$255,311
Administrative expenses
$12,080
Total expenses
$433,703
Net increase / (decrease)
$135,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Webb Insurance, Inc.BROKER$16,750not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,710not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$12,080not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,591not reported in the loaded dataset2023

Related Form 5500 pages