John Evans' Sons, Incorporated Employee Benefit Plan — Form 5500 plan (John Evans' Sons 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, John Evans' Sons, Incorporated Employee Benefit Plan is a benefit plan reported by John Evans' Sons LLC under EIN 88-1012146 and plan number 501. The latest loaded filing year is 2023. The filing reports 72 participants and $175,081 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Evans' Sons LLC
EIN
88-1012146
Plan number
501
Plan type
2
Location
Lansdale, PA
Latest filing year
2023
Participants
72
End-of-year plan assets
$175,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I, C20250729104841NAL0003128817001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$175,081
Total liabilities (EOY)
$141,722
Net assets (EOY)
$33,359
Net assets (BOY)
-$37,038

Income & contributions

Employer contributions
$1,080,572
Participant contributions
$340,476
Total income / additions
$1,425,400

Expenses & distributions

Benefits paid
$896,112
Administrative expenses
$4,487
Total expenses
$1,355,003
Net increase / (decrease)
$70,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital (Philadelphia)BROKER$25,662not reported in the loaded dataset2023
The Benecon GroupBROKER$12,927not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$3,479not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$3,455not reported in the loaded dataset2023
AetnaADMIN-$33not reported in the loaded dataset2023

Related Form 5500 pages