2023 Form 5500 filing — Granbury Insurance Agency Retirement 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 20240725145527NAL0014709809001) for Granbury Insurance Agency Retirement Plan, reported by Granbury Insurance Agency, Inc. under EIN 37-1841284 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240725145527NAL0014709809001
Filing year
2023
Form type
2
Plan sponsor
Granbury Insurance Agency, Inc.
EIN
37-1841284
Plan number
001
Location
Granbury, TX
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$291,120
Net assets (EOY)
$291,120
Total income / additions
-$151,460
Total expenses
$0
Net increase / (decrease)
-$151,460
Schedule source
Schedule I

Related Form 5500 pages