Mountain Insurance Agency Self-Employed Retirement Plan — Form 5500 plan (Richard C. Mountain)
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, Mountain Insurance Agency Self-Employed Retirement Plan is a benefit plan reported by Richard C. Mountain under EIN 31-1018880 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richard C. Mountain
- EIN
- 31-1018880
- Plan number
- 001
- Plan type
- 2
- Location
- Ironton, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240417094507NAL0001381811001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $199,538
Income & contributions
- Total income / additions
- $2,276
Expenses & distributions
- Benefits paid
- $201,814
- Total expenses
- $201,814
- Net increase / (decrease)
- -$199,538
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.