Giddings Insurance Agency, Inc. Retirement Plan — Form 5500 plan (Giddings Insurance Agency, Inc.)
Plain-English plan 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, Giddings Insurance Agency, Inc. Retirement Plan is a benefit plan reported by Giddings Insurance Agency, Inc. under EIN 20-0643558 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $285,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Giddings Insurance Agency, Inc.
- EIN
- 20-0643558
- Plan number
- 001
- Plan type
- 2
- Location
- Hemet, CA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $285,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240729131710NAL0041086834001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $285,989
- Net assets (EOY)
- $285,989
- Net assets (BOY)
- $153,090
Income & contributions
- Employer contributions
- $10,700
- Participant contributions
- $73,456
- Total income / additions
- $132,899
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $132,899
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.