Plan5500

Gift & Associates Employee Benefit Plan — Form 5500 plan (Gift & Associates, LLC)

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, Gift & Associates Employee Benefit Plan is a benefit plan reported by Gift & Associates, LLC under EIN 26-0006710 and plan number 501. The latest loaded filing year is 2023. The filing reports 35 participants and $17,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gift & Associates, LLC
EIN
26-0006710
Plan number
501
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
35
End-of-year plan assets
$17,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335I, C20250908114344NAL0032375008001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$17,339
Total liabilities (EOY)
$50,167
Net assets (EOY)
-$32,828
Net assets (BOY)
$0

Income & contributions

Employer contributions
$302,011
Participant contributions
$111,489
Total income / additions
$413,936

Expenses & distributions

Benefits paid
$275,315
Administrative expenses
-$18,500
Total expenses
$446,764
Net increase / (decrease)
-$32,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn MoweryBROKER$14,455not reported in the loaded dataset2023
The Benecon GroupBROKER$10,321not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,255not reported in the loaded dataset2023
Capital BluecrossADMIN-$18,500not reported in the loaded dataset2023

Related Form 5500 pages