Plan5500

Stock And Leader, A Professional Corporation Group Health Plan — Form 5500 plan (Stock And Leader, A Professional Corporation)

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, Stock And Leader, A Professional Corporation Group Health Plan is a benefit plan reported by Stock And Leader, A Professional Corporation under EIN 23-2849149 and plan number 501. The latest loaded filing year is 2023. The filing reports 75 participants and $63,012 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.2KPlan net assets, end of year$17,165
Participants75Covered participants reported
Assets / participant$840Computed: assets ÷ participants$840 (computed)
Provider compensation$40.3K4 Schedule C provider row(s)$40,270
Plan sponsor
Stock And Leader, A Professional Corporation
EIN
23-2849149
Plan number
501
Plan type
2
Location
York, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    75 participants · 2Sch ISch C
    View filing →
Schedule I · 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)$63K total assets
Net assets$17.2KLiabilities$45.8K
Money in vs. money out
Total income / additions$606K
Total expenses$575.9K
Benefits paid / distributions$271.8K
Contributions
Employer$511.2K
Participant$93.1K
Full reported line items

Net assets

Total assets (EOY)
$63,012
Total liabilities (EOY)
$45,847
Net assets (EOY)
$17,165
Net assets (BOY)
-$12,937

Income & contributions

Employer contributions
$511,227
Participant contributions
$93,133
Total income / additions
$605,986

Expenses & distributions

Benefits paid
$271,845
Administrative expenses
$9,609
Total expenses
$575,884
Net increase / (decrease)
$30,102
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 85%Participant 15%
Total expenses ÷ net assets3355%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets235%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Engle Hambright & Davies, Inc.$16.6K
    BROKER · Direct $16.6K
  2. 2
    The Benecon Group$11.5K
    BROKER · Direct $11.5K
  3. 3
    Highmark Blue Shield (Central)$9.6K
    ADMIN · Direct $9.6K
  4. 4
    Connectcare3$2.5K
    PATIENT ADVOCATE · Direct $2.5K

What to inspect next

Frequently asked questions

Who sponsors the Stock And Leader, A Professional Corporation Group Health Plan?
Stock And Leader, A Professional Corporation Group Health Plan is reported as sponsored by Stock And Leader, A Professional Corporation (EIN 23-2849149, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Stock And Leader, A Professional Corporation Group Health Plan?
The latest Form 5500 filing year loaded for Stock And Leader, A Professional Corporation Group Health Plan is 2023.
How many participants does Stock And Leader, A Professional Corporation Group Health Plan report?
Stock And Leader, A Professional Corporation Group Health Plan reports 75 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Stock And Leader, A Professional Corporation Group Health Plan?
Stock And Leader, A Professional Corporation Group Health Plan reports $63,012 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages