Andrew S. Mccreath & Son, Inc. Employee Benefit Plan — Form 5500 plan (Andrew S. Mccreath & Son, 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, Andrew S. Mccreath & Son, Inc. Employee Benefit Plan is a benefit plan reported by Andrew S. Mccreath & Son, Inc. under EIN 23-1519989 and plan number 501. The latest loaded filing year is 2023. The filing reports 38 participants and $131,459 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$94.5KPlan net assets, end of year$94,527
Participants38Covered participants reported
Assets / participant$3.5KComputed: assets ÷ participants$3,459 (computed)
Provider compensation$25.3K4 Schedule C provider row(s)$25,271
Plan sponsor
Andrew S. Mccreath & Son, Inc.
EIN
23-1519989
Plan number
501
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202338I, C20240604102323NAL0031022064001
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)$131.5K total assets
Net assets$94.5KLiabilities$36.9K
Money in vs. money out
Total income / additions$565.4K
Total expenses$457.5K
Benefits paid / distributions$185.2K
Contributions
Employer$564.9K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$131,459
Total liabilities (EOY)
$36,932
Net assets (EOY)
$94,527
Net assets (BOY)
-$13,399

Income & contributions

Employer contributions
$564,900
Participant contributions
$0
Total income / additions
$565,396

Expenses & distributions

Benefits paid
$185,243
Administrative expenses
$3,632
Total expenses
$457,470
Net increase / (decrease)
$107,926
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 assets484%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets27%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pci (Pa Chamber Insurance)BROKER$11,508not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$7,928not reported in the loaded dataset2023
Capital Blue CrossADMIN$3,632not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,203not reported in the loaded dataset2023

Related Form 5500 pages