2023 Form 5500 filing — The Essex Agency, Inc. 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 20241120150345NAL0003762801001) for The Essex Agency, Inc. Employee Stock Ownership Plan, reported by The Essex Agency, Inc. under EIN 03-0229768 and plan number 003. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241120150345NAL0003762801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Essex Agency, Inc.
- EIN
- 03-0229768
- Plan number
- 003
- Location
- Essex Junction, VT
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $439,537
- Net assets (EOY)
- $439,537
- Total income / additions
- $3,328,640
- Benefits paid
- $3,955,832
- Total expenses
- $3,955,856
- Net increase / (decrease)
- -$627,216
- Schedule source
- Schedule I