Gutierrez Family Agency Retirement Plan — Form 5500 plan (Gutierrez Family 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, Gutierrez Family Agency Retirement Plan is a benefit plan reported by Gutierrez Family Agency, Inc. under EIN 47-2136860 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,046,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gutierrez Family Agency, Inc.
- EIN
- 47-2136860
- Plan number
- 001
- Plan type
- 2
- Location
- Munster, IN
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $1,046,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241001090946NAL0013243890001 |
| 2023 | 10 | I | 20240925155638NAL0014599633001 |
| 2023 | 6 | I | 20240925155729NAL0020169776001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $529,336
- Net assets (EOY)
- $529,336
- Net assets (BOY)
- $516,322
Income & contributions
- Employer contributions
- $5,178
- Participant contributions
- $5,199
- Total income / additions
- $13,023
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $9
- Total expenses
- $9
- Net increase / (decrease)
- $13,014
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.