Richards Agency, Inc. Employee Stock Ownership Plan — Form 5500 plan (Richards 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, Richards Agency, Inc. Employee Stock Ownership Plan is a benefit plan reported by Richards Agency, Inc. under EIN 39-1152424 and plan number 003. The latest loaded filing year is 2023. The filing reports 65 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richards Agency, Inc.
- EIN
- 39-1152424
- Plan number
- 003
- Plan type
- 2
- Location
- Beaver Dam, WI
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20240201083158NAL0014688403001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $3,308,851
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $0
Expenses & distributions
- Benefits paid
- $2,464,636
- Administrative expenses
- $0
- Total expenses
- $2,464,636
- Net increase / (decrease)
- -$2,464,636
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.