2023 Form 5500 filing — Gibbel Insurance Agency, Inc. Salary Savings 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 20240515092130NAL0034259731001) for Gibbel Insurance Agency, Inc. Salary Savings Plan, reported by Gibbel Insurance Agency, Inc. under EIN 23-2728161 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,592,594
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515092130NAL0034259731001
Plan sponsor
Gibbel Insurance Agency, Inc.
EIN
23-2728161
Plan number
001
Location
Lititz, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities
Money in vs. money out
Total income / additions$293.8K
Total expenses$121.2K
Benefits paid / distributions$110.4K
Contributions
Employer$15.1K
Participant$36.6K
Full reported line items
Total assets (EOY)
$2,592,594
Net assets (EOY)
$2,592,594
Employer contributions
$15,084
Participant contributions
$36,648
Total income / additions
$293,763
Benefits paid
$110,435
Administrative expenses
$10,810
Total expenses
$121,245
Net increase / (decrease)
$172,518

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515092130NAL0034259731001 cover?
It is the 2023 Form 5500 filing for Gibbel Insurance Agency, Inc. Salary Savings Plan, reported by Gibbel Insurance Agency, Inc. (EIN 23-2728161).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages