Plan5500

Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan — Form 5500 plan (Kalbaugh, Pfund & Messersmith, P.C.)

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, Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan is a benefit plan reported by Kalbaugh, Pfund & Messersmith, P.C. under EIN 54-1527978 and plan number 501. The latest loaded filing year is 2023. The filing reports 61 participants and $133,010 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$11KPlan net assets, end of year-$10,965
Participants61Covered participants reported
Assets / participant$2.2KComputed: assets ÷ participants$2,180 (computed)
Provider compensation$281.1K16 Schedule C provider row(s)$281,100
Plan sponsor
Kalbaugh, Pfund & Messersmith, P.C.
EIN
54-1527978
Plan number
501
Plan type
2
Location
Richmond, VA
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
    61 participants · 2Sch ISch C
    View filing →
  2. 2023
    69 participants · 2Sch ISch C
    View filing →
  3. 2023
    60 participants · 2Sch ISch C
    View filing →
  4. 2023
    54 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)$133K total assets
Net assets-$11KLiabilities$144K
Money in vs. money out
Total income / additions$621.5K
Total expenses$729.2K
Benefits paid / distributions$396.3K
Contributions
Employer$538.9K
Participant$79.3K
Full reported line items

Net assets

Total assets (EOY)
$133,010
Total liabilities (EOY)
$143,975
Net assets (EOY)
-$10,965
Net assets (BOY)
$96,794

Income & contributions

Employer contributions
$538,905
Participant contributions
$79,339
Total income / additions
$621,484

Expenses & distributions

Benefits paid
$396,346
Administrative expenses
$24,254
Total expenses
$729,243
Net increase / (decrease)
-$107,759
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 87%Participant 13%
Benefits paid ÷ total income64%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Umr$34.7K
    ADMIN · Direct $34.7K
  2. 2
    Umr$33.3K
    ADMIN · Direct $33.3K
  3. 3
    Umr$32K
    ADMIN · Direct $32K
  4. 4
    Umr$24.3K
    ADMIN · Direct $24.3K
  5. 5
    Sima Benefits Consulting Group$23.4K
    BROKER · Direct $23.4K
  6. 6
    Sima Benefits Consulting Group$21.6K
    BROKER · Direct $21.6K
  7. 7
    Sima Benefits Consulting Group$21.3K
    BROKER · Direct $21.3K
  8. 8
    Sima Benefits Consulting Group$19.7K
    BROKER · Direct $19.7K
  9. 9
    The Benecon Group$14.3K
    BROKER · Direct $14.3K
  10. 10
    The Benecon Group$14.2K
    BROKER · Direct $14.2K
  11. 11
    The Benecon Group$14.1K
    BROKER · Direct $14.1K
  12. 12
    The Benecon Group$13.6K
    BROKER · Direct $13.6K
  13. 13
    Connectcare 3$3.9K
    PATIENT ADVOCATE · Direct $3.9K
  14. 14
    Connectcare 3$3.6K
    PATIENT ADVOCATE · Direct $3.6K
  15. 15
    Connectcare 3$3.6K
    PATIENT ADVOCATE · Direct $3.6K
  16. 16
    Connectcare 3$3.5K
    PATIENT ADVOCATE · Direct $3.5K

What to inspect next

Frequently asked questions

Who sponsors the Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan?
Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan is reported as sponsored by Kalbaugh, Pfund & Messersmith, P.C. (EIN 54-1527978, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan?
The latest Form 5500 filing year loaded for Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan is 2023.
How many participants does Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan report?
Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan reports 61 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan?
Kalbaugh, Pfund & Messersmith, P.C. Group Health Benefit Plan reports $133,010 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