2023 Form 5500 filing — Ronnie Dunavant Insurance Agency
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 20241015063451NAL0054997362001) for Ronnie Dunavant Insurance Agency, reported by Ronnie Dunavant Insurance Agency under EIN 75-2413162 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015063451NAL0054997362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ronnie Dunavant Insurance Agency
- EIN
- 75-2413162
- Plan number
- 001
- Location
- Mt. Pleasant, TX
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,235,470
- Net assets (EOY)
- $1,235,470
- Total income / additions
- $64,404
- Benefits paid
- $52,530
- Administrative expenses
- $9,954
- Total expenses
- $62,484
- Net increase / (decrease)
- $1,920
- Schedule source
- Schedule I