Plan5500

Gregg Englebreth Insurance Agency Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gregg Englebreth Insurance Agency Inc. (EIN 23-3064129) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-3064129
Location
Philadelphia, PA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Gregg Englebreth Insurance Agency Inc.

  • 1 loaded plans hold $3.1M in reported assets.
  • The largest, Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401k, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,097,786
Total reported assets$3.1M$3,097,786
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities—
Contributions & income
Employer contributions$50K
Participant contributions$30K
Total income / additions$630.4K
Expenses & distributions
Benefits paid / distributions$26.2K
Total expenses$26.2K
Net increase / (decrease)$604.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401k
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401k$3.1M
    Plan #001 · 5 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gregg Englebreth Insurance Agency Inc.. Open one for its full reported snapshot.

  1. 2023
    Gregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401k5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gregg Englebreth Insurance Agency Inc. report on Form 5500?
Gregg Englebreth Insurance Agency Inc. (EIN 23-3064129) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gregg Englebreth Insurance Agency Inc.?
The Employer Identification Number (EIN) reported for Gregg Englebreth Insurance Agency Inc. is 23-3064129.
What is the latest Form 5500 filing year for Gregg Englebreth Insurance Agency Inc.?
The latest loaded Form 5500 filing year for Gregg Englebreth Insurance Agency Inc. is 2023.

Related Form 5500 pages