Plan5500

Joan Burkett, LLC Dba Insurance Town And Country — 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, Joan Burkett, LLC Dba Insurance Town And Country (EIN 84-1458050) is a plan sponsor located in Denver, CO 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
84-1458050
Location
Denver, CO
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 Joan Burkett, LLC Dba Insurance Town And Country

  • 1 loaded plans hold $399.9K in reported assets.
  • The largest, Insurance Town And Country Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$399.9KSummed across loaded plans$399,935
Total reported assets$399.9K$399,935
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$399.9K total assets
Net assets$399.9KLiabilities—
Contributions & income
Employer contributions$10K
Participant contributions$29.4K
Total income / additions$93.8K
Expenses & distributions
Benefits paid / distributions$60.4K
Total expenses$63.8K
Net increase / (decrease)$30K

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%Insurance Town And Country Retirement Plan
Participants per plan4Average 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
    Insurance Town And Country Retirement Plan$399.9K
    Plan #001 · 4 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 Joan Burkett, LLC Dba Insurance Town And Country. Open one for its full reported snapshot.

  1. 2023
    Insurance Town And Country Retirement Plan4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Joan Burkett, LLC Dba Insurance Town And Country report on Form 5500?
Joan Burkett, LLC Dba Insurance Town And Country (EIN 84-1458050) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Joan Burkett, LLC Dba Insurance Town And Country?
The Employer Identification Number (EIN) reported for Joan Burkett, LLC Dba Insurance Town And Country is 84-1458050.
What is the latest Form 5500 filing year for Joan Burkett, LLC Dba Insurance Town And Country?
The latest loaded Form 5500 filing year for Joan Burkett, LLC Dba Insurance Town And Country is 2023.

Related Form 5500 pages