Plan5500

E. R. Stuebner, Inc. Employee Benefit Plan — 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, Inc. Employee Benefit Plan is a benefit plan reported by E. R. Stuebner, Inc. under EIN 23-1462430 and plan number 502. The latest loaded filing year is 2023. The filing reports 30 participants and $4,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E. R. Stuebner, Inc.
EIN
23-1462430
Plan number
502
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
30
End-of-year plan assets
$4,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330I, C20240808083529NAL0008227296001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,005
Total liabilities (EOY)
$49,478
Net assets (EOY)
-$45,473
Net assets (BOY)
$21,374

Income & contributions

Employer contributions
$309,604
Participant contributions
$107,308
Total income / additions
$418,532

Expenses & distributions

Benefits paid
$289,972
Administrative expenses
$9,653
Total expenses
$485,379
Net increase / (decrease)
-$66,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle-Hambright & Davies, Inc. (EhdBROKER$12,593not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$10,696not reported in the loaded dataset2023
Capital BluecrossADMIN$9,653not reported in the loaded dataset2023
Conncetcare3PATIENT ADVOCATE$1,993not reported in the loaded dataset2023

Related Form 5500 pages