2023 Form 5500 filing — Richards Agency, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240201083158NAL0014688403001) for Richards Agency, Inc. Employee Stock Ownership Plan, reported by Richards Agency, Inc. under EIN 39-1152424 and plan number 003. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240201083158NAL0014688403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richards Agency, Inc.
- EIN
- 39-1152424
- Plan number
- 003
- Location
- Beaver Dam, WI
- Participants
- 65
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $0
- Benefits paid
- $2,464,636
- Administrative expenses
- $0
- Total expenses
- $2,464,636
- Net increase / (decrease)
- -$2,464,636
- Schedule source
- Schedule I