E. R. Stuebner Construction, Inc. Health & Welfare — Form 5500 plan (E. R. Stuebner, 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, E. R. Stuebner Construction, Inc. Health & Welfare is a benefit plan reported by E. R. Stuebner, Inc. under EIN 23-1462430 and plan number 501. The latest loaded filing year is 2023. The filing reports 21 participants and $169,803 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$169.8KPlan net assets, end of year$169,803
Participants21Covered participants reported
Assets / participant$8.1KComputed: assets ÷ participants$8,086 (computed)
Provider compensationNone reported
Plan sponsor
E. R. Stuebner, Inc.
EIN
23-1462430
Plan number
501
Plan type
2
Location
Reading, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I20240628004754NAL0000000899001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$169.8K total assets
Net assets$169.8KLiabilities$0
Money in vs. money out
Total income / additions$102.6K
Total expenses$209.5K
Benefits paid / distributions$123.3K
Contributions
Employer$102.6K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$169,803
Total liabilities (EOY)
$0
Net assets (EOY)
$169,803
Net assets (BOY)
$276,716

Income & contributions

Employer contributions
$102,629
Participant contributions
$0
Total income / additions
$102,629

Expenses & distributions

Benefits paid
$123,331
Administrative expenses
$86,211
Total expenses
$209,542
Net increase / (decrease)
-$106,913
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets123%Computed ratio
Benefits paid ÷ total income120%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages