Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan — Form 5500 plan (Bob Milligan 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, Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan is a benefit plan reported by Bob Milligan Insurance Agency,Inc. under EIN 65-0801493 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,892,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob Milligan Insurance Agency,Inc.
- EIN
- 65-0801493
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, FL
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,892,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240618161939NAL0001831667001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,892,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,892,709
- Net assets (BOY)
- $3,278,387
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $614,322
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $614,322
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.