Sam Yoder And Son, LLC Employee Benefit Plan — Form 5500 plan (Sam Yoder And Son, 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, Sam Yoder And Son, LLC Employee Benefit Plan is a benefit plan reported by Sam Yoder And Son, LLC under EIN 27-4281169 and plan number 501. The latest loaded filing year is 2023. The filing reports 64 participants and $27,029 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$25.2KPlan net assets, end of year-$25,166
Participants64Covered participants reported
Assets / participant$422Computed: assets ÷ participants$422 (computed)
Provider compensation$46.8K4 Schedule C provider row(s)$46,798
- Plan sponsor
- Sam Yoder And Son, LLC
- EIN
- 27-4281169
- Plan number
- 501
- Plan type
- 2
- Location
- Greenwood, DE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I, C | 20241106084917NAL0009884497001 |
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)$27K total assets
Net assets-$25.2KLiabilities$52.2K
Full reported line items
Net assets
- Total assets (EOY)
- $27,029
- Total liabilities (EOY)
- $52,195
- Net assets (EOY)
- -$25,166
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $513,823
- Participant contributions
- $102,141
- Total income / additions
- $616,665
Expenses & distributions
- Benefits paid
- $351,633
- Administrative expenses
- $3,041
- Total expenses
- $641,831
- Net increase / (decrease)
- -$25,166
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.
83%17%
Employer 83%Participant 17%
Benefits paid ÷ total income57%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| L & W Insurance, Inc. | BROKER | $25,165 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $14,647 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $3,945 | not reported in the loaded dataset | 2023 |
| Highmark Of Delaware | ADMIN | $3,041 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sam Yoder And Son, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Greenwood, DE
- L & W Insurance, Inc. — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Highmark Of Delaware — Schedule C compensation