Plan5500

Gettysburg Foundation Employee Benefit Plan — Form 5500 plan (Gettysburg Foundation)

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, Gettysburg Foundation Employee Benefit Plan is a benefit plan reported by Gettysburg Foundation under EIN 23-2969074 and plan number 501. The latest loaded filing year is 2023. The filing reports 34 participants and $55,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gettysburg Foundation
EIN
23-2969074
Plan number
501
Plan type
2
Location
Gettysburg, PA
Latest filing year
2023
Participants
34
End-of-year plan assets
$55,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I, C20250121152541NAL0003224289001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$55,263
Total liabilities (EOY)
$47,094
Net assets (EOY)
$8,169
Net assets (BOY)
$115,551

Income & contributions

Employer contributions
$480,677
Participant contributions
$134,643
Total income / additions
$624,674

Expenses & distributions

Benefits paid
$457,037
Administrative expenses
$5,376
Total expenses
$732,056
Net increase / (decrease)
-$107,382

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
E. K. Mcconkey & Co., Inc.BROKER$11,067not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$10,054not reported in the loaded dataset2023
Capital Blue CrossADMIN$5,196not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,914not reported in the loaded dataset2023

Related Form 5500 pages