Stauffers Of Kissel Hill Employee Savings And Retirement Plan — Form 5500 plan (Skh Management Co)
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, Stauffers Of Kissel Hill Employee Savings And Retirement Plan is a benefit plan reported by Skh Management Co under EIN 23-1548664 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $23,705,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Skh Management Co
- EIN
- 23-1548664
- Plan number
- 001
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $23,705,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241011064107NAL0021432721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,705,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,705,948
- Net assets (BOY)
- $21,551,728
Income & contributions
- Employer contributions
- $43,122
- Participant contributions
- $1,378,662
- Total contributions
- $1,454,174
- Total income / additions
- $4,902,852
Expenses & distributions
- Benefits paid
- $2,695,309
- Administrative expenses
- $43,926
- Total expenses
- $2,748,632
- Net increase / (decrease)
- $2,154,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott, LLC | INVESTMENT ADVISOR | $32,138 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $11,789 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |