2023 Form 5500 filing — Davies-Barry Insurance 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 20240909155056NAL0002469635001) for Davies-Barry Insurance Employee Stock Ownership Plan, reported by Porter Spaulding, Inc. Davies-Barry Insurance under EIN 92-0029410 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240909155056NAL0002469635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porter Spaulding, Inc. Davies-Barry Insurance
- EIN
- 92-0029410
- Plan number
- 002
- Location
- Ketchikan, AK
- Participants
- 27
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,556,415
- Total liabilities (EOY)
- $1,398,507
- Net assets (EOY)
- $4,157,908
- Total income / additions
- $566,023
- Benefits paid
- $629,802
- Total expenses
- $629,802
- Net increase / (decrease)
- -$63,779
- Schedule source
- Schedule I