Don Ashbaugh Agency, Inc. Profit Sharing Plan — Form 5500 plan (Don Ashbaugh 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, Don Ashbaugh Agency, Inc. Profit Sharing Plan is a benefit plan reported by Don Ashbaugh Agency, Inc. under EIN 26-3911621 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $40,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Ashbaugh Agency, Inc.
- EIN
- 26-3911621
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, WI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $40,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250708155818NAL0011285906001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $40,742
- Net assets (EOY)
- $40,742
- Net assets (BOY)
- $45,718
Income & contributions
- Total income / additions
- -$4,976
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$4,976
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.