2023 Form 5500 filing — Gary Thompson Agency, Inc. Safe Harbor 401(K) Profit Sharing 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 20240402094053NAL0019765378001) for Gary Thompson Agency, Inc. Safe Harbor 401(K) Profit Sharing Plan, reported by Gary Thompson Agency, Inc. under EIN 47-0597590 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240402094053NAL0019765378001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gary Thompson Agency, Inc.
- EIN
- 47-0597590
- Plan number
- 001
- Location
- Red Cloud, NE
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $718,708
- Benefits paid
- $689,166
- Administrative expenses
- $26,142
- Total expenses
- $715,308
- Net increase / (decrease)
- $3,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifp Advisors, LLC | INVESTMENT ADVISOR | $15,538 | not reported in the loaded dataset |
| July Business Service | RECORDKEEPER | $10,604 | not reported in the loaded dataset |