2023 Form 5500 filing — R. Carrie Insurance Agency, Inc. 401k 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 20240919161431NAL0012392962001) for R. Carrie Insurance Agency, Inc. 401k Plan, reported by R. Carrie Insurance Agency, Inc. under EIN 94-3259335 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240919161431NAL0012392962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. Carrie Insurance Agency, Inc.
- EIN
- 94-3259335
- Plan number
- 001
- Location
- Palm Springs, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $709,478
- Net assets (EOY)
- $709,478
- Employer contributions
- $544
- Participant contributions
- $48,516
- Total income / additions
- $140,878
- Total expenses
- $0
- Net increase / (decrease)
- $140,878
- Schedule source
- Schedule I