Aylstock, Witkin, Kreis & Overholtz, P.L.C. Employee Benefit Plan — Form 5500 plan (Aylstock, Witkin, Kreis & Overholtz, P.L.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, Aylstock, Witkin, Kreis & Overholtz, P.L.C. Employee Benefit Plan is a benefit plan reported by Aylstock, Witkin, Kreis & Overholtz, P.L.C. under EIN 59-3727946 and plan number 501. The latest loaded filing year is 2023. The filing reports 221 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aylstock, Witkin, Kreis & Overholtz, P.L.C.
- EIN
- 59-3727946
- Plan number
- 501
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | C | 20240920110325NAL0007378497001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital (Pensacola, Fl) | BROKER | $111,375 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $37,096 | not reported in the loaded dataset | 2023 |
| Connectcare3, LLC | PATIENT ADVOCATE | $12,886 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | CARRIER | $12,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aylstock, Witkin, Kreis & Overholtz, P.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- Onedigital (Pensacola, Fl) — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3, LLC — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation