Plan5500

King Associates, Ltd Employee Benefit Plan — Form 5500 plan (King Associates, Ltd)

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, King Associates, Ltd Employee Benefit Plan is a benefit plan reported by King Associates, Ltd under EIN 23-2144280 and plan number 501. The latest loaded filing year is 2023. The filing reports 62 participants and $106,447 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
King Associates, Ltd
EIN
23-2144280
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
62
End-of-year plan assets
$106,447

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202362I, C20241202110016NAL0002217008001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$106,447
Total liabilities (EOY)
$67,253
Net assets (EOY)
$39,194
Net assets (BOY)
$132,954

Income & contributions

Employer contributions
$459,393
Participant contributions
$117,383
Total income / additions
$578,148

Expenses & distributions

Benefits paid
$332,149
Administrative expenses
$2,065
Total expenses
$671,908
Net increase / (decrease)
-$93,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn Mowery, LLCBROKER$12,544not reported in the loaded dataset2023
The Benecon Group LLCBROKER$8,435not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$2,065not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$1,904not reported in the loaded dataset2023
Young, Oakes, Brown & Co., P.C.OTHER$13not reported in the loaded dataset2023

Related Form 5500 pages