Andesa Services Inc. Employee Stock Ownership Plan — Form 5500 plan (Andesa Services, 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, Andesa Services Inc. Employee Stock Ownership Plan is a benefit plan reported by Andesa Services, Inc. under EIN 23-2545253 and plan number 003. The latest loaded filing year is 2023. The filing reports 206 participants and $7,921,761 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.4MPlan net assets, end of year$1,421,761
Participants206Covered participants reported
Assets / participant$38.5KComputed: assets ÷ participants$38,455 (computed)
Provider compensationNone reported
- Plan sponsor
- Andesa Services, Inc.
- EIN
- 23-2545253
- Plan number
- 003
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H | 20241015110405NAL0016196099001 |
Schedule H · 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)$7.9M total assets
Net assets$1.4MLiabilities$6.5M
Full reported line items
Net assets
- Total assets (EOY)
- $7,921,761
- Total liabilities (EOY)
- $6,500,000
- Net assets (EOY)
- $1,421,761
- Net assets (BOY)
- $1,503,379
Income & contributions
- Employer contributions
- $391,177
- Total contributions
- $391,177
- Total income / additions
- $81,975
Expenses & distributions
- Benefits paid
- $22,416
- Administrative expenses
- $0
- Total expenses
- $163,593
- Net increase / (decrease)
- -$81,618
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.