Plan5500

Mountz Jewelers, L. P. Employee Benefit Plan — Form 5500 plan (Mountz Jewelers, L. P.)

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, Mountz Jewelers, L. P. Employee Benefit Plan is a benefit plan reported by Mountz Jewelers, L. P. under EIN 25-1858491 and plan number 501. The latest loaded filing year is 2023. The filing reports 33 participants and $62,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mountz Jewelers, L. P.
EIN
25-1858491
Plan number
501
Plan type
2
Location
Camp Hill, PA
Latest filing year
2023
Participants
33
End-of-year plan assets
$62,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I, C20250327121611NAL0017405681001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$62,231
Total liabilities (EOY)
$34,860
Net assets (EOY)
$27,371
Net assets (BOY)
-$78,536

Income & contributions

Employer contributions
$234,539
Participant contributions
$73,755
Total income / additions
$308,845

Expenses & distributions

Benefits paid
$105,054
Administrative expenses
$1,980
Total expenses
$202,938
Net increase / (decrease)
$105,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-MoweryBROKER$9,240not reported in the loaded dataset2023
The Benecon Group LLCBROKER$6,199not reported in the loaded dataset2023
Capital Blue CrossADMIN$1,980not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,403not reported in the loaded dataset2023
Young, Oakes, Brown & CoBROKER$13not reported in the loaded dataset2023

Related Form 5500 pages