H. E. Rohrer, Inc. Employee Benefit Plan — Form 5500 plan (H. E. Rohrer, 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, H. E. Rohrer, Inc. Employee Benefit Plan is a benefit plan reported by H. E. Rohrer, Inc. under EIN 23-1875250 and plan number 501. The latest loaded filing year is 2023. The filing reports 83 participants and $937,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. E. Rohrer, Inc.
- EIN
- 23-1875250
- Plan number
- 501
- Plan type
- 2
- Location
- Duncannon, PA
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $937,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I, C | 20241113145309NAL0017389137001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $937,089
- Total liabilities (EOY)
- $56,525
- Net assets (EOY)
- $880,564
- Net assets (BOY)
- $1,087,117
Income & contributions
- Employer contributions
- $1,240,975
- Participant contributions
- $180,286
- Total income / additions
- $1,435,683
Expenses & distributions
- Benefits paid
- $853,664
- Administrative expenses
- -$12,230
- Total expenses
- $1,642,236
- Net increase / (decrease)
- -$206,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gunn-Mowery, LLC | BROKER | $28,533 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $17,102 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $4,331 | not reported in the loaded dataset | 2023 |
| Young, Oakes, Brown & Co | ADMIN | $13 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H. E. Rohrer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Duncannon, PA
- Gunn-Mowery, LLC — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Young, Oakes, Brown & Co — Schedule C compensation