Walter Stump Insurance Agency Money Purchase Pension Plan — Form 5500 plan (Walter Stump Insurance Agency, LLC)
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, Walter Stump Insurance Agency Money Purchase Pension Plan is a benefit plan reported by Walter Stump Insurance Agency, LLC under EIN 26-2540542 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,223,249 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.2MPlan net assets, end of year$1,223,249
Participants4Covered participants reported
Assets / participant$305.8KComputed: assets ÷ participants$305,812 (computed)
Provider compensationNone reported
- Plan sponsor
- Walter Stump Insurance Agency, LLC
- EIN
- 26-2540542
- Plan number
- 001
- Plan type
- 2
- Location
- Pine Grove, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240730165747NAL0034999776001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $1,223,249
- Net assets (EOY)
- $1,223,249
- Net assets (BOY)
- $971,140
Income & contributions
- Employer contributions
- $7,800
- Total income / additions
- $252,109
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $252,109
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.