Jack Giambalvo Motor Co., Inc. Employee Health Plan — Form 5500 plan (Jack Giambalvo Motor Co., 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, Jack Giambalvo Motor Co., Inc. Employee Health Plan is a benefit plan reported by Jack Giambalvo Motor Co., Inc. under EIN 23-2207372 and plan number 501. The latest loaded filing year is 2023. The filing reports 171 participants and $145,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jack Giambalvo Motor Co., Inc.
EIN
23-2207372
Plan number
501
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
171
End-of-year plan assets
$145,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20240920084442NAL0007557745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$145,117
Total liabilities (EOY)
$177,000
Net assets (EOY)
-$31,883
Net assets (BOY)
$601,625

Income & contributions

Employer contributions
$1,527,872
Participant contributions
$487,876
Total contributions
$2,015,748
Total income / additions
$3,578,459

Expenses & distributions

Benefits paid
$4,121,046
Administrative expenses
$90,921
Total expenses
$4,211,967
Net increase / (decrease)
-$633,508

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcconkey Benefits & Financial ServBROKER$57,354not reported in the loaded dataset2023
HighmarkADMIN$12,216not reported in the loaded dataset2023
BenefitmallADMIN$11,418not reported in the loaded dataset2023
The Benecon GroupBROKER$4,926not reported in the loaded dataset2023

Related Form 5500 pages