Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan — Form 5500 plan (Avery W. Hall Insurance 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, Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan is a benefit plan reported by Avery W. Hall Insurance Agency, Inc under EIN 52-0631975 and plan number 002. The latest loaded filing year is 2023. The filing reports 69 participants and $28,904,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avery W. Hall Insurance Agency, Inc
- EIN
- 52-0631975
- Plan number
- 002
- Plan type
- 2
- Location
- Salisbury, MD
- Latest filing year
- 2023
- Participants
- 69
- End-of-year plan assets
- $28,904,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 69 | I | 20241220102106NAL0003375235001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $28,904,682
- Total liabilities (EOY)
- $17,171
- Net assets (EOY)
- $28,887,511
- Net assets (BOY)
- $16,924,599
Income & contributions
- Total income / additions
- $12,616,009
Expenses & distributions
- Benefits paid
- $653,097
- Total expenses
- $653,097
- Net increase / (decrease)
- $11,962,912
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.